Staffing Resource Requests in Lightning
You can use the Resource Request Lightning page with Lightning ExperienceA 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.
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.