Salesforce Administrators can customize and add fields to the Manage Assignments component. Fields can be from the Resource Assignment object as well as other related objects.
- From setup, navigate to custom settings
- Click Manage next to the RHA Manage Assignment Fields custom setting
- Click the New button
- Using the field definitions below as a guide, enter the details for the new column.
- Once complete, click the Save button.
The RHA Manage Assignment Fields custom setting
Field Definitions
The RHA Manage Assignment Fields custom setting contains the following fields:
| Name | Description | Valid Values |
|---|---|---|
| Name | Unique identifier for this custom setting record. While not required, as a best practice, the Name and Field Name values should match. | Text between 1 and 80 characters in length. |
| Field Name | The API name of the field that you are adding. To add fields from objects related to the Resource Assignment, use the standard relationship notation. For example, to add the Stage field from the Opportunity object, the field name would be ResourceHeroApp__Opportunity__r.StageName | Text between 1 and 255 characters in length. |
| Header | Text which should be displayed in the column header. | Text between 1 and 255 characters in length. |
| Display Order | A whole number between 1 and 40000. Values do not need to be sequential and can be spaced to make it easier to add additional fields in the future. | A whole number between 1 and 9999. |
| Sort By Order | Reserved for future use. Sort order of the Manage Assignment and the Matrix interfaces are currently controlled in the RHA Configuration custom setting. | A whole number between 1 and 9999. |
| Required Field | Used to make a field required. | true false |
| Read Only | Used to make a field read-only | true false |
| Is Generic | A backend field that should not be modified without first consulting with the Resource Hero support team. | true false |
| Read Only Mode | Reserved for future use. | |
Default Settings
When first installed, the following values are pre-configured in the RHA Manage Assignment Fields custom setting:
| Name | Field Name | Header | Display Order | Required Field | Read Only | Is Generic |
|---|---|---|---|---|---|---|
| Archive__c | ResourceHeroApp__Archive__c | Archive | 1 | true | false | false |
| Generic | Generic | 2 | false | false | true | |
| Resource__c | ResourceHeroApp__Resource__c | Resource | 4 | false | false | false |
| Role__c | ResourceHeroApp__Role__c | Role | 5 | false | false | false |
| Rate__c | ResourceHeroApp__Rate__c | Rate | 6 | false | false | false |
| Auto_Forecast_Hours__c | ResourceHeroApp__Auto_Forecast_Hours__c | Hours | 5000 | false | false | false |
| Forecast_Mode__c | ResourceHeroApp__Forecast_Mode__c | Forecast Mode | 5001 | false | false | false |
| Start_Date__c | ResourceHeroApp__Start_Date__c | Start Date | 5002 | false | false | false |
| End_Date__c | ResourceHeroApp__End_Date__c | End Date | 5003 | false | false | false |
| Overwrite_All_Existing_Forecasts__c | ResourceHeroApp__Overwrite_All_Existing_Forecasts__c | Overwrite All Existing Forecasts | 5004 | false | false | false |
