Admin Guide - Resource LWC - BETA - Auto-Create Attributes for Roles

If you would like to be able to search for resources by role in the Resource Utilization component, you can run a job via the Inspire Planner Settings page that will automatically create attributes for each value in the role picklist. 

The job only creates resource attributes; however, you must still assign the attributes to resources (users and/or contacts) so that you can search for them using the role attributes.

This help article will show you how to execute the job to auto-create attributes for roles.

Please note:

The steps in this help article must be done by a Salesforce System Administrator.

Add "Role" to Attribute Type Picklist

First, you will need to add "Role" to the Attribute Type picklist. 

 

Please note:

If you already have "Role" as an attribute type, you can skip this step and proceed to Run the Synchronize Resource Attributes with Roles Job.

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Attribute" in the Quick Find box and click on Resource Attribute.
   
   
    
3. Go to Fields & Relationships. Then, click on Type.
   
   
    
4. Scroll to "Values" and click on New.
   
   
    
5. Add "Role" and click on Save.
   
   

Run the Synchronize Resource Attributes with Roles Job

The next step would be to run the apex job in Inspire Planner Settings.

1. Click on the App Launcher and enter "Inspire Planner Settings" in the Quick Find box. Then, click on Inspire Planner Settings.
   
   
    
2. Scroll through the page and look for "Synchronize resource Attributes with Roles" and click on the Synch Roles button.
   
   
    
3. A confirmation message will be displayed, informing you that the job has started. The job will then create a new attribute for each value in your Role picklist, and it will set the attribute type to "Role".

Please note the following:

• If there is already an existing attribute with the same attribute name and attribute type, it will not create a duplicate.
   
• Every time a new role is added, you will need to run the job again in order for it to create a new attribute for the new role.
   
• The job only creates resource attribute records. However, you will still need to assign the attributes to resources (users and/or contacts). Please see Managing Resources with Resource Attributes.