Opportunity Add Resource Requests From Template Settings

You can use the configuration options in the Opportunity Add Resource Requests From Template Settings configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature. to control the behavior of the fields that appear when users add a resource request to an opportunity using a template.

Configuration Option	Description
display-opportunity-region	Indicates whether the Region field appears.
display-opportunity-practice	Indicates whether the Practice field appears.
display-opportunity-name	Indicates whether the Opportunity Name field appears.
display-opportunity-group	Indicates whether the Group field appears.
display-opportunity-account	Indicates whether the Account Name field appears.

Concept Information

Configuration Settings

Managing Configuration

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