Change to Create a Custom field to List All Employees that are Available to be Added as a Resource on Projects and Tasks

To create a custom field to list all employees who are available to be added as a resource on projects and tasks:

1. Navigate to Customization > Lists, Records, & Fields > Select if it is a Transaction Body Field, Entity Field or CRM Field and click New.

2. Enter a value for Label.

3. On the Type field choose List/Record.

4. On the List/Record field select Employee.

5. Store Value checkbox is checked.

6. Under the Applies To tab, mark the checkbox for the record where you want this field to appear.

7. On Display tab, Subtab field= Main to make this to appear on the main body of the form.

8. Under Sourcing & Filtering tab> Filter Using Column, select Is Job Resource.

9. On the second column, Is Checked= T.

10. Click Save & Apply to Forms.