Add fields to the Manage Assignments component

Administrators can customize which fields display on the Manage Assignments lightning component using Field Sets. Field Sets are created on the Resource Assignment object and can contain fields from the Resource Assignment as well as other related objects.

Only fields added from the Resource Assignment object will be editable. All other fields, for example, those added from the Opportunity object, will be displayed as read only.

When adding the Manage Assignment component to a record lightning page, the Manage Assignment Standard Field Set will be used by default. This field set includes the following fields:

Resource Assignment Field Name	Is Required
Name	false
Archive	false
Header	false
Opportunity	false
Resource	false
Role	false
Rate	false
Auto Forecast Horus	false
Forecast Mode	false
Start Date	false
End Date	false

Prior to Resource Hero version 11.6

Before the v11.6 release, Manage Assignment fields were controlled by entries in the RHA Manage Assignments custom setting. While this method is still supported, the use of Field Sets is the preferred option. To add fields using this method:

1. From setup, navigate to custom settings
2. Click Manage next to the RHA Manage Assignment Fields custom setting
3. Click the New button
4. Using the field definitions below as a guide, enter the details for the new column.
5. Once complete, click the Save button.

The RHA Manage Assignment Fields custom setting

Field Definitions

The RHA Manage Assignment Fields custom setting contains the following fields:

Name	Description	Valid Values
Name	Unique identifier for this custom setting record. While not required, as a best practice, the Name and Field Name values should match.	Text between 1 and 80 characters in length.
Field Name	The API name of the field that you are adding. To add fields from objects related to the Resource Assignment, use the standard relationship notation. For example, to add the Stage field from the Opportunity object, the field name would be ResourceHeroApp__Opportunity__r.StageName	Text between 1 and 255 characters in length.
Header	Text which should be displayed in the column header.	Text between 1 and 255 characters in length.
Display Order	A whole number between 1 and 40000. Values do not need to be sequential and can be spaced to make it easier to add additional fields in the future.	A whole number between 1 and 9999.
Sort By Order	Reserved for future use. Sort order of the Manage Assignment and the Matrix interfaces are currently controlled in the RHA Configuration custom setting.	A whole number between 1 and 9999.
Required Field	Used to make a field required.	true false
Read Only	Used to make a field read-only	true false
Is Generic	A backend field that should not be modified without first consulting with the Resource Hero support team.	true false
Read Only Mode	Reserved for future use.

Default Settings

When first installed, the following values are pre-configured in the RHA Manage Assignment Fields custom setting:

Name	Field Name	Header	Display Order	Required Field	Read Only	Is Generic
Archive__c	ResourceHeroApp__Archive__c	Archive	1	true	false	false
Generic		Generic	2	false	false	true
Resource__c	ResourceHeroApp__Resource__c	Resource	4	false	false	false
Role__c	ResourceHeroApp__Role__c	Role	5	false	false	false
Rate__c	ResourceHeroApp__Rate__c	Rate	6	false	false	false
Auto_Forecast_Hours__c	ResourceHeroApp__Auto_Forecast_Hours__c	Hours	5000	false	false	false
Forecast_Mode__c	ResourceHeroApp__Forecast_Mode__c	Forecast Mode	5001	false	false	false
Start_Date__c	ResourceHeroApp__Start_Date__c	Start Date	5002	false	false	false
End_Date__c	ResourceHeroApp__End_Date__c	End Date	5003	false	false	false
Overwrite_All_Existing_Forecasts__c	ResourceHeroApp__Overwrite_All_Existing_Forecasts__c	Overwrite All Existing Forecasts	5004	false	false	false

Related support posts:

• The Manage Assignments Lightning Component
• Salesforce Help: Manage Custom Settings Data
• Salesforce Help: Field Sets