Overview of the Access Group Scheduled Processes

You can review and manage all of the scheduled processes required for access group processing using the Monitor tab on the main Access Groups page.

Access group processes publish and assign object sharing rules, make custom objects and attributes available for use in access group rules, and ensure that groups are created and assigned members appropriately.

Most of these processes are scheduled to automatically run at specified intervals or are run when you select a relevant option on the access group UIs. But you can also run these processes at any time from the Monitor tab on the Access Groups page.

The Monitor page includes a subtab for each of the access group processes. From each of these subtabs, you can review and manage the relevant process. This table describes the access group processes, what task each performs, and how the task is initiated.

Process Description Initiated

Update Groups and Members

This process starts these subprocesses:

  • Run Access Group Membership Rules
  • Refresh Access Control Data
  • Add Access Groups Enablement Duty to Custom Roles

After you create access group membership rules, the Run Access Group Membership Rules process adds users who match the rule conditions to the correct access groups.

After you create custom job roles, or add users to job roles, the Refresh Access Control Data process and the Add Access Groups Enablement Duty to Custom Roles process update system groups with changes to custom job roles and to user-job role assignments.

All of these processes are run when you select the Update Groups and Members option from the Actions menu on the Access Groups main page.

This process is also scheduled to run automatically every hour.

Perform Object Sharing Rule Assignment

Once an active rule is published, this process assigns group members with the object access specified by the rule.

By default, the process is dynamically scheduled to run at regular intervals. If you disable dynamic scheduling of the process, you must either create your own schedule, or run the process manually from the Monitor tab.

Synchronize Custom Objects and Fields

If you create custom attributes or objects in Application Composer and enable them for access groups, this process synchronizes the custom attributes or objects and makes them available in the Object Sharing Rules UI.

This process is run when you select the Synchronize Custom Objects and Fields option from the Actions menu on the Object Rules tab of the Access Groups page.

This process isn't scheduled to run automatically.

Publish Rules

Runs the Perform Assignment Data Publish, Refresh, and Synchronization process.

After you create or edit an object sharing rule or a group membership rule for an access group, this process makes the object sharing rules effective and eligible for the subsequent object assignment process stage.

This process runs when you select the Publish Rules option from the Actions menu on the Object Rules tab of the Access Groups page. This option publishes rules for all objects.

This process is also scheduled to run automatically at regular intervals.

This process runs when you're initially provisioned with your sales application. It activates and publishes predefined access groups and rules so they're immediately available.