Enable Additional Attributes for Access Group Object Sharing Rules

Use the Manage Object Sharing Assignment Objects task to add additional attributes and make them available for your selected rules when you create or edit a standard object sharing rule.

You create object sharing rules to associate with access groups and if the attribute value that you want isn't available from the rule conditions drop-down list, you can enable the attributes you want from here.

Once you set up the rules with the conditions that records must meet, then resources from your access groups get assigned to the object when they match the rule conditions.

Note: This procedure isn't needed for any custom objects. It's needed only if you want to expose additional attributes for one of your standard objects. Custom objects and attributes created in Application Composer are synchronized and available when you select the Synchronize Custom Objects and Fields menu item from the Actions menu on the Object Sharing Rules page.

Here's an example of the steps to enable an Opportunity object rule attribute for your access group.

  1. Navigate to the Setup and Maintenance area, and search for the Manage Object Sharing Assignment Objects task.

  2. On the Manage Object Sharing Assignment Objects page, select the Opportunity work object.

  3. In the Opportunity: Details section, select the Attributes tab.

    The attributes defined for the selected Opportunity object are displayed.

  4. Click the attribute that you want to add to an Opportunity record rule that you want to share.

    For example, if you want to provide the access group called High_Tech_Oppti_Members with access to the all opportunities for the GreenServer account based on the Asset ID, then enable the attribute Asset ID to include in your combination of attributes for the sharing rule.

  5. Click Save and Close.

Once the additional attributes are enabled, you can create rules using the custom attributes from the Object Sharing Rules page.