1. Implementation Reference
  2. Enable Advanced Sharing Mode

Enable Advanced Sharing Mode

If you have made any task or appointment fields mandatory in your custom layouts, turn on the Advanced Sharing mode. This mode ensures that users don't miss entering information in mandatory fields.

Also, when this mode is on, the application shares users' emails or appointments beyond the ones that are under the Related Records tab.

Here are the steps to turn on Advanced Sharing:

  1. Enter a sandbox and open Microsoft 365 Designer by going to Application Composer > Productivity Applications Setup > CX Cloud Microsoft 365.

  2. Expand the side panel and go to Related Records.

  3. Create a new layout and name it in a way that it indicates it's being used for 'Advanced Sharing'.

  4. Save the layout.

  5. Re-open the layout you just added.

  6. In the layout details section, turn on Advanced Sharing Mode.

  7. Save the layout.

  8. Test your new layout and publish the sandbox.