How to Display Parent Role attribute for Resources

Document ID : KB000021233
Last Modified Date : 14/02/2018
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Description:

I need to know how we can display 'Parent Role' on the Resource: Properties: Main - General page.

I tried to configure the attribute on the Resource Object - Resource Labor [Layout: Edit] view, but the field does not appear to the end user. Why?

If I add the field to the Resource List View, and attempt to 'edit' the 'Parent Role' field for a Labor Resource, it does not allow any editing. Why?

Steps to Reproduce:

  1. Login to the application as an administrator user
  2. Administration, Studio: Objects - Resource, Views
  3. Resource Labor [Layout: Edit], General properties page, Select 'Parent Role' attribute and place it on the page, just above the 'Primary Role' field
  4. Click 'Save and Return' button
  5. Go to Resource List Column [Layout] View, Select 'Parent Role' and 'Primary Role' attributes to display on the listing
  6. Click 'Save and Return' button
  7. Optional: Publish
  8. Navigate to Home, Resources List View, Search for a Labor Resource, Try to edit 'Parent Role' column
    Actual Result: Not able to Edit the field for a Labor Resource
  9. Click on the Resource name to go to the General Properties page
    Actual Result: The 'Parent Role' field does not appear where it was configured

Solution:

The 'Parent Role' attribute is a system-restricted attribute with special application logic. This field is only for use with a 'Role' record type, not a person resource type. This field is available for editing on a 'Role'. Roles can have a 'Parent Role' to establish the Parent - Child relationships between Roles. A person - Resource record type does not have a 'Parent Role' because the person record is not a 'Role'.

Similar logic is established in reverse for the 'Primary Role' attribute.

The 'Primary Role' attribute is a system-restricted attribute with special application logic. This field is only for use with a person 'Resource' record type, not a 'Role' record type. This field is available for editing on a 'Resource'. Resources can have a 'Primary Role', but Roles cannot have a 'Primary Role' because it is already a Role.

Figure 1

The screen shot below shows 'Edit Mode' on the Resource List view. As you can see some of the fields that are only relevant to 'Roles' are editable and some of the fields that are only relevant to 'Resources' are editable. Note: Email and Employment fields are only for use with 'Resources', not 'Roles'.

Figure 2