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This step will allow Resource Hero to know how to find your custom object.
Name (Ex. Project__c) – This is the API name of the Resource Assignment lookup field that we created in the previous step.
NameField (Ex. Name) – This is the API name of the field on your custom object that you will show in the matrix that will link to your custom object’s detail page. Usually this will be the Name field, however, in certain circumstances you may wish or need to use another field. For example, if you were configuring Resource Hero on the case object, you would want to enter Subject.
Namespace – Only used when your custom object was created as part of a managed package installation. The Namespace, if any, can be found on the object detail page.
Object Name (Ex. Project__c) – This is the API Name of the object that we are configuring. Note: Both the Namespace and Object Name can be found on the Object detail page. From Setup, enter the word Object in the quick find search box, then click on the Objects link on the left. Click on the Label of the desired Custom Object. The namespace is listed here.
<apex:page standardcontroller="[Object API Name]" id="ResourceHeroPage">
<ResourceHeroApp:Matrix
ActualOrForecast = "Forecast"
ForceReadOnly = "False"
PageURL = "/apex/c__[Page Name]"
DefaultViewBy = "Week"
DefaultTimeRange = ""
MatrixHeight=""
ManageAssignmentsButtonVisible="true"
QuickAssignButtonVisible="true"
ArchiveButtonVisible="true"
NotesButtonVisible="true"
FullScreenButtonVisible="true"
SaveButtonVisible="true"
NotesDefaultOpen="false"
/>
</apex:page>
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[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.
ActualOrForecast – Determines what type of data you would like to have displayed in the matrix, Forecasts or Actuals.
- Forecast (default)
- Actual
ForceReadOnly – Change this setting only if you want to force all data displayed in the matrix to be read only.
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.
DefaultViewBy – Determines how you would like the columns to display data in the matrix by default:
- Week (Default): each column in the matrix represents a single week.
- Day – each column represents a single day.
- Timetracking – same as the Day view, but shows only a week at a time and displays the notes section by default.
DefaultTimeRange – Determines the time range that is displayed in the matrix by default. Unless you have a specific business case not to do so, you can leave this blank and the matrix will automatically display the correct time range for whatever the current date is. For example, if you are creating a matrix with the DefaultViewBy as Week, when viewing the matrix on 8/1/2016, time range will default to 3rd Quarter.
Available options for the Week view by:
Entire Year
1st Half
2nd Half
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
Next 3 Months
Next 6 Months
Next 12 Months
Next 24 Months
Available options for the Day view by:
January
February
March
April
May
June
July
August
September
October
NovemberDecember
Available options for the Month view by:
Entire Year
Next 12 Months
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.
- true (default)
- false
QuickAssignButtonVisible – Determines whether the Quick Assign button is visible.
- true (default)
- false
ArchiveButtonVisible – Determines whether the Show / Hide Archive button is visible.
- true (default)
- false
NotesButtonVisible – Determines whether the Show / Hide Notes button is visible.
- true (default)
- false
FullScreenButtonVisible – Determines whether the Full Screen button is visible.
- true (default)
- false
SaveButtonVisible – Determines whether the Save button is visible.
- true (default)
- false
NotesDefaultOpen – Determines whether the Notes section is toggled open by default.
- true (default)
- false
In our example, the final result would look like the following:
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
Adding additional resource hero fields
The following fields, when created on your custom object, will be automatically kept up to date by Resource Hero. While you could choose whatever you like for the field Label, take special care to copy the field names exactly as is listed.
Resource Hero Calculation Fields (PDF)
Resource Hero Status Fields (PDF)
This step should only be followed by customers with Enterprise edition or above. Customers with Group, Professional or other editions of Salesforce should view the Considerations when using Resource Hero on Group or Professional edition support page.
This trigger will enable the following functionality for your object:
Creation of apex trigger and related test classes must be done in a Salesforce sandbox and then moved to production using any of the approved metadata migration tools (Force.com Migration Tool, Workbench, Force.com IDE, etc.). Details for creating the trigger (and related test class) can be found here.
Regardless of your Salesforce edition, if you do not create a trigger for your object you must ensure that the lookups that were created in the Create a new lookup field to your object section above have their What to do if the lookup record is deleted radio button set to Don’t allow deletion of the lookup record that’s part of a lookup relationship.
If you are not comfortable with this process, send an email to support@resourceheroapp.com and we can help!
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