Share Data Access
This topic lists the implementation considerations for the Share Data Access page.
You can typically use field value defaulting and validation in these cases.
- Default expiration date to 2 weeks from current date.
- Default text in the Notes field.
- Default expiration date based on the recipient info.
- Validate expiration date is no earlier than 2 weeks from current date and no later than one month from current date.
- Validate expiration date is 2 months in the future.
This table lists the supported attributes, exceptions, and the implementation recommendations for Share Data Access.
It applies to the pages under Me, My Team, and My Client Groups tabs.
| Processes/Pages | In the Conditions | To Default Field Values | To Validate Field Values | Implementation Guidelines |
|---|---|---|---|---|
| Share Data Access |
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