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<apex:page standardcontroller="[Object API Name]" id="ResourceHeroPage"> <ResourceHeroApp:Matrix ActualOrForecast = "Forecast" ForceReadOnly = "False" PageURL = "/apex/c__[Page Name]" DefaultViewBy = "Week" DefaultTimeRange = "" ViewUserAssignmentsOnly="false" StandaloneUserMatrix="false" AssignmentExclusionField="" MatrixHeight="" ManageAssignmentsButtonVisible="true" QuickAssignButtonVisible="true" ArchiveButtonVisible="true" NotesButtonVisible="true" FullScreenButtonVisible="true" SaveButtonVisible="true" NotesDefaultOpen="false" /> </apex:page>
There are several sections of this code that we need to modify.
[Custom Object API Name] – Enter the API name of the object that you are setting up Resource Hero on. API names can be found on the object detail page in setup as mentioned above.
[PageURL] – This setting is used internally by resource hero for page navigation. It will always be the ‘/apex/c__’ as a prefix followed by the name of the page that you are creating.
ActualOrForecast – Determines what type of data you would like to have displayed in the matrix, Forecasts or Actuals.
ForceReadOnly – Change this setting only if you want to force all data displayed in the matrix to be read only.
DefaultViewBy – Determines how you would like the columns to display data in the matrix by default:
DefaultTimeRange – Determines the time range that is displayed in the matrix by default. If left blank, the Time Range will default to the current month (Day view), the current quarter (Week view), or the current year (Month view). A full list of available options can be found here: Matrix View and Time Range Options
MatrixHeight– Change this setting only if you want to force this matrix to be a different height than the global default.
ManageAssignmentsButtonVisible – Determines whether the Manage Assignments button is visible.
QuickAssignButtonVisible – Determines whether the Quick Assign button is visible.
ArchiveButtonVisible – Determines whether the Show / Hide Archive button is visible.
NotesButtonVisible – Determines whether the Show / Hide Notes button is visible.
FullScreenButtonVisible – Determines whether the Full Screen button is visible.
SaveButtonVisible – Determines whether the Save button is visible.
NotesDefaultOpen – Determines whether the Notes section is toggled open by default.
StandaloneUserMatrix – Used in conjuntion with the View User Assignments Only setting to create stand alone matrices for the home tab, lightning apps, and communities.
ViewUserAssignmentsOnly – Should the matrix display assignments only for the current running user
AssignmentExclusionField – API name of a Resource Assignment field that can be used to exclude certain records from being displayed. The specified field can be either a checkbox field or a checkbox-based formula field. If no field is specified, all relevant assignments will be displayed. If a field is specified, only assignments where the field value is TRUE will be displayed and assignments where the field value is FALSE will not be displayed. Additional details can be found here: Assignment Exclusion Field
As an example, a forecasting matrix on the Project object showing a view of the Next 3 Months:
Note: After saving the Visualforce page, access will be granted to the System Administrator profile. Additional access can be granted to the page by profile or permission set: Visualforce Page Security