In your Company, a Resource Manager wants to provide the option for Resources to nominate...

Understanding Self-Nomination for Resource Requests

PSA allows resources to express interest in upcoming projects using theSelf-Nominationfeature.

This feature can be enabled through aCustom 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 toSetupin Salesforce.

Step 2:Search forCustom Settingsand select it.

Step 3:Find and enable"Self-Nominate for Resource Request".

Step 4:Open theLightning App Builderand edit theResource 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 theResource 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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