ArticlesHow to Add Filter Options to the Resource Request Filter Section?

This article provides instructions on how to add custom filter options to the Resource Request filter section in PSA. Adding filters allows users to customize the Resource Request view for better visibility and control.

All

Steps:

1. Add the Custom Filter Field to a Fieldset on the Contact Object

   • The fieldsets that can be referenced in Edit Page mode on the Resource Request page to control filter options are located on the Contact object.
   • You can either create a new fieldset or add the necessary field(s) to an existing fieldset on the Contact object.
   • Add the custom filter field(s) you want to appear in the Resource Request filter section to this selected fieldset.

2. Configure the Resource Request Filter Section on the Lightning Page

   • Navigate to a Resource Request record.
   • Click on the gear icon (⚙️) in the top-right corner and select Edit Page to open the Lightning App Builder.
   • In the layout editor, locate the Resource Request filter section.
   • In the properties panel on the right, find the option to specify a fieldset for Custom Filters.
   • Search for and select the fieldset on the Contact object where you added the custom filter field(s).
   • Click Save to apply the changes.

-Ensure Field Level Security for field is correct in order to see the field as an available filter option

-For further information on configuring Resource Request filters, consult our Help documentation (near the bottom of the page):

https://help.certinia.com/main/2024.2/Content/PSA/Features/ResourceRequests/LightningComponentResourceFilterOverview.htm