Enable Resource picker on Operational resource assignment vs Regular resource Assignment

vnayak07
Tera Contributor

‎07-10-2025 09:41 AM

Hi Everyone, 

We are implementing resource assignment with a mindset of it being fully centralized. What I mean by that is, we are not letting the requesters pick a resource but just the resource group for the resource assignment request. This allows the resource managers to go in and assign the request to the right resource based on different criteria, e.g. capacity, skills etc. 

I made the resource field on the RA form read only using the dictionary but this impacts the operation resource assignment capabilities where a resource manager is not able to pick a specific resource to block their capacity for KTLO items. 

I tried to create a  UI policy using the below script but it did not work for me, 

function onCondition() {
    if (g_form.getViewName() === 'Operational_work') {
        g_form.setDisplay('user_resource', true);
    }
}
 
function onCondition() {
g_form.setDisplay('user_resource', false);
}

What I am trying to achieve is when a resource assignment (at demand, project or project task) is being created, we make the resource field read only vs when an operational resource assignment is created, the resource field is visible.

Look forward to hear from the community on ways to achieve this.

Thanks,
Vishal Nayak
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1 REPLY 1

PaulaaO
Mega Sage

‎07-15-2025 02:16 AM

Hi Vishal,

 

Try a write ACL on Resource field that would only allow users with resource_manager role to edit that field. I believe this is also SN's advice on enabling the fully centralized resource management.

 

Thanks.

 

Paula

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