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            Allow Agents to See Their Service Resource Profile with an Apex Trigger

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            Allow Agents to See Their Service Resource Profile with an Apex Trigger

            Create an Apex trigger that shares a service resource record with an agent and makes the agent the owner. Agents can then take actions for their own Service Resource record. They can submit a service resource preference, a resource absence, or a time sheet, or see skills that they earned through agent engagement. A trigger allows agents to see only their own Service Resource record, as opposed to opening all Service Resource records publicly to all agents.

            Required Editions

            Note
            Note Workforce Engagement is scheduled for retirement. See Workforce Engagement Retirement.
            View supported editions.

            Here’s an example of how you can share a Service Resource record with an agent.

            Note
            Note To ensure the best outcome with this trigger, ensure that the org-wide default sharing setting for service resource is set to private.
            trigger share_record_with_resource on ServiceResource (after insert) {
    for (ServiceResource sr : Trigger.New) {
        if (sr.RelatedRecord != null) {
            ServiceResourceShare srShare = new ServiceResourceShare();
            srShare.ParentId = sr.Id;
            srShare.UserOrGroupId = sr.RelatedRecordId;
            srShare.AccessLevel = 'Read';
            insert srShare;
        }
    }
}

            Here's an example of how you could make an agent the owner of a service resource record:

            trigger change_resource_owner on ServiceResource (before insert) {
    for (ServiceResource sr : Trigger.New) {
        if (sr.RelatedRecordId != null) {
            sr.OwnerId = sr.RelatedRecordId;
        }
    }
}
             
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