PSA Actions: Project Creation Lightning Component Fields

Select a Starting Point

Fields

The following fields are available.

Field Description
Search Search for a project or project template using two or more characters that appear anywhere in the project name. Up to 100 are listed and are controlled by project sharing settings.

Buttons

The following buttons are available.

Button Description Default
Change View or Change View Displays the following views:
  • Cards: Shows the projects and project templates returned by your search in cards.
  • List: Shows the projects and project templates returned by your search in a list.
Cards
Filter

Filters the projects and project templates returned by your search. Click to open and close the Filter panel. Your filter selections are retained between browser sessions.

For more information on the filter criteria available, see Filter Fields.

Not applicable

Filter Fields

The following fields are available. You must click Apply after selecting the filter criteria.

Key: Descriptions of checkbox settings describe the selected (true) case.

Field Description

Default

Group Search for and select one or more groups. Only projects belonging to a specified group or groups are displayed in the search results. None
Include Sub-Groups Include projects in all sub-groups belonging to the selected parent group. The sub-groups do not have to be children of the parent group. They can be several levels below the parent group in the hierarchy and still be included.

This option is only displayed when you have selected a parent group.
Deselected
Include Sub-Practices Include projects in all sub-practices belonging to the selected parent practice. The sub-practices do not have to be children of the parent practice. They can be several levels below the parent practice in the hierarchy and still be included.

This option is only displayed when you have selected a parent practice.
Deselected
Include Sub-Regions Include projects in all sub-regions belonging to the selected parent region. The sub-regions do not have to be children of the parent region. They can be several levels below the parent region in the hierarchy and still be included.

This option is only displayed when you have selected a parent region.
Deselected
Practice Search for and select one or more practices. Only projects belonging to a specified practice or practices are displayed in the search results. None
Region Search for and select one or more regions. Only projects belonging to a specified region or regions are displayed in the search results. None
Templates Only Only template projects are displayed in the search results. Deselected

Edit Project Details

An administrator can control the project detail fields that are displayed and their order by specifying a project field set in Project Details Editable in the Create Project Personal Custom Setting.

For details of the fields displayed, see Project Fields.

Select Records

An administrator can control the columns that are displayed in the record selection table and define the order of the columns using the fields available in the Create Project Personal Custom Setting.

For details of the columns that are displayed in this window, see the field reference for the relevant object: