In your Company, a Resource Manager wants to provide the option for Resources to nominate themselves for upcoming work they are interested in. How can you set this up?
Understanding Self-Nomination for Resource Requests
PSA allows resources to express interest in upcoming projects using the Self-Nomination feature.
This feature can be enabled through a Custom Setting, which then allows the 'PSA Resource Self-Nomination' Lightning component to be used.
How to Enable Self-Nomination for Resource Requests
Step 1: Navigate to Setup in Salesforce.
Step 2: Search for Custom Settings and select it.
Step 3: Find and enable 'Self-Nominate for Resource Request'.
Step 4: Open the Lightning App Builder and edit the Resource Request Detail Page.
Step 5: Add the 'PSA Resource Self-Nomination' Lightning component to the page.
Step 6: Save and activate the page.
Why This Works?
The 'Self-Nominate for Resource Request' setting allows resources to nominate themselves for work using the Lightning component.
By adding this component to the Resource Request Detail Page, eligible resources can easily apply for available projects.
PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 65.
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