How do I create a new access group rule using a new field?

In addition to the many ready-to-use access group rules, you can also add your own rules. In this example, we add a new rule based on a new field from the Case child object Case Contacts.

  1. Sign in to the application as admin user.
  2. Go to the Manage Object Sharing Assignment Objects task.
  3. Open the task and select the Case row.
  4. Click Create Child.
  5. Enter a Name. For example, Case Contact.
  6. Enter a Code. For example, Code Case_Contact.
  7. Select your desired View Instance Object (in this example: CaseContact).
  8. Click OK.
  9. Click the Attributes tab in the Case Contact: Details section.
  10. Click the + Add icon and select the View Object Attribute as per your business logic.
    Note:

    This is the attribute that appears in your new access group while creating custom rules.

  11. Click Save and Publish and wait for publish to complete. You can check the progress using the refresh buttons.
  12. Click Save and Close.
  13. The configuration is complete.

    You can now create a custom rule on the Case Contact Relationship attribute.