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Can we use formula field in sharing rules?
At present Lookup fields and formula fields are not allowed to create sharing rules. Due to which duplicate text fields need to created and maintained. There is lot of requirement based on which we need to dynamically decide who need to have access, that thing can be implemented easily if dynamic values are allowed.
What is criteria based sharing rules?
A criteria-based sharing rule is based on record values and not the record owners. However, a role or territory hierarchy still allows users higher in the hierarchy to access the records. You can’t use Apex to create a criteria-based sharing rule.
How to create formula based rules in cloudsundial?
Configuring rules is as easy as setting up criteria or ownership based equivalents (see https://cloudsundial.com/formulashare-creating-a-rule), but text, formula or lookup fields specifying users, roles or groups can be referenced.
What are the rules for dynamic group membership?
Dynamic group membership reduces the administrative overhead of adding and removing users. This article details the properties and syntax to create dynamic membership rules for users or devices. You can set up a rule for dynamic membership on security groups or Microsoft 365 groups.
Is it possible to share a formula with a child?
By using the related object capabilities of formula fields there’s no need to stamp records with text values just to control who gets access. With the latest version it’s also possible to share based on values in child records as well.
What should be included in criteria based sharing rules?
Also, there should be provision of including cross-reference object’s field to form part of sharing rule on both left or right side of the criteria. Further, to this there must be provision of providing access to a user which is refered in the object (master or detail ) itself.