Customize which columns display in the matrix

By default, Resource Hero displays three ‘row header’ columns:  Assigned To, Resource and Role.

This post explains how to add additional row headers to your matrix.

 

Create / edit a RHA Matrix Fields custom setting

1. From setup, enter Custom Settings in the Quick Find box, then click the link for Custom Settings.
2. Click Manage next to the RHA Matrix Fields custom setting.
3. If you need to make changes to a field that is already being displayed, click the Edit link next to the field name.
4. If you wish to add a new field, click the New button.
5. Enter information as follows:

 Name

The field name (also known as the API Name) of the Resource Assignment field that you are adding.  This can be found on the Resource Assignment object’s field list:

 

Display Order

Used to determine the order in which the column will be displayed in the matrix.

Valid values: Any integer greater than or equal to 1.  Note:  Display order values do not need to be sequential.  In other words, ordering your columns with 1, 2 ,3 is the same as ordering them as 5, 10, 15.

Include in query

Should be true for all entries except for the following Resource Assignment fields:

• Assigned To
• Name
• Resource
• ResourceHeroApp__Rate__c

Alignment

Controls the horizontal alignment of text in the column.

Valid Values:

• left
• center
• right

 

Field Width

The default wide of the column in px.

 

Display On Dashboard

Determines whether the field should be shown on the Resource Hero Dashboard tab.

Valid Values:

• true
• false

 

 

Display on single object matrix

Determines whether the field should be shown on a matrix when displayed as an inline visualforce on a record detail page.

Valid Values:

• true
• false

 

Restrict to these objects only

When left blank (default), the field will be displayed on all matrices related to all objects.

In some cases, however,  you might want to show a column only if you are looking at a specific object.

For example, say you have a formula field on the Resource Assignment object which displays Opportunity probability.  The field would be blank for all assignments related to objects other than Opportunity.  By entering Opportunity in the Restrict to these object only field, the Opportunity probability field will not display when looking at a matrix on others objects that you have configured to work with Resource Hero (Case, Account, etc.).

Valid Values: Comma separated list of Object API names.

 

Example

The following entry would add the Archive column to the Resource Hero Dashboard for both the Opportunity and Project custom object:

 

As you can see, the Archive field is now displayed on the Opportunity matrix: