The Manage Assignments Lightning Component

The Manage Assignments lightning component allows you to quickly add, update or remove resource assignments from an Opportunity or any other object that is configured to work with Resource Hero.

Create new assignments

In order to create new assignments:

1. At the top right of the component, click the plus icon
2. Enter details for the new assignment
3. Click the Save button

Updating existing assignments

In order to update existing assignments:

1. Makes changes to the existing assignment record
2. Click the Save button

Deleting existing assignments

In order to delete existing assignments:

1. Click the delete icon for the row that should be deleted
2. The row will be grayed out indicating that it is pending delete
3. Click the Save button

Adding the interface to your Lightning Pages

1. From a record detail page, click the gear icon at the top right corner, select Edit Page to open the Lightning App Builder
2. In the list of Lightning Components on the left, scroll down to the Custom – Managed section
3. Drag the RH Manage Assignments component onto the layout
4. You can customize the component by using the available controls on the right side of the screen:

Name	Description	Available Values	Default
Component Max Height	Maximum height that the component can grow as records are added.	Integers greater than 100.	300
Resource Assignment Field Set Name	Name of the Resource Assignment field set that controls which fields are displayed when viewing or editing Assignments through the interface. If no field set is specified, fields will be retrieved from the RHA Manage Assignments custom setting.	All Resource Assignment field sets	Manage Assignment Standard Field Set
Show Archived Assignments	Should archived records be included in the list of assignments?	true false	false
Show Add New Assignments	Should be set to TRUE if you would like users to be able to create assignments using this component.	true false	true
Default Relationship Field	Lookup field which should be populated with the Id from the current in focus related record. Useful if you do not want to include the relationship field on the layout. Ensure that the selected field has been configured (the Opportunity lookup is configured out-of-the-box).	All lookup Resource Assignment fields	None
Assignment Exclusion Field	The Resource Assignment field that should be used to filter which records display in the interface. Detailed information can be found on the Assignment Exclusion Fields support post.	All checkbox or checkbox-based formula Resource Assignment fields	None

Related support posts:

• Adding the Manage Assignments lightning component to your lightning page
• The Resource Assignment Object and Fields
• Salesforce Help: Lightning Pages