Staffing Resource Requests in Lightning

You can use the Resource Request Lightning page with Lightning ExperienceClosedA Salesforce user interface optimized for speed.. This Resource Request Lightning page has been optimized for staffing resource requests.

By default, the Resource Request Lightning page includes a Details tab and a compact layout that is customizable. For more information on the fields displayed on the Details tab, see Resource Request Fields.

Note:

Settings in the Resource Single Staffer configuration groupClosedA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. as described in Advanced Search Filters are not supported on the Resource Request Lightning page.

The following web components on the Resource Request Lightning page enable resource mangers to hold and assign resources:

Lightning Web Component Name Component Purpose Component Information
PSA Resource Filter Apply filter criteria to a list of resources Using the PSA Resource Filter Lightning Component
PSA Resourcing Select from a list of resources and perform actions Using the PSA Resourcing Lightning Component

For information on configuring Lightning record pages and using Lightning components, see "Lightning App Builder" in the Salesforce Help.