Run Access Group Membership Rule

Use the Run Access Group Membership Rule scheduled process to ensure that the access group membership rules are assigned and resources are added to a newly created group.

After this process is run, all resources that meet the specified condition criteria are added to the access group.

When to Use

This scheduled process:

• Ensures that the access group membership rules are assigned.

• Once this process has run, all resources that meet the condition criteria are added to the access group.
• Resources are added to the group.
• If you delete or inactivate a membership rule, any users added to the group through the rule are removed when the Run Access Group Membership Rules scheduled process is next run.

Privileges Required

Verify that you have the following roles or privileges:

• Roles:

  • Sales Administrator

Before You Start

Review the following before scheduling this scheduled process:

• Recommended Frequency:

  • It's best practice to schedule the process to run every 24 hours for all records updated in the previous 24 hours.

  • We recommend that you run this schedule process immediately after you edit the access membership rules.

• Execution Time:
  • Less than a minute to process one data record.

• Compatibility:

  • Don't schedule or start the Run Access Group Membership Rules process at the same time as the Reporting Hierarchy Generation scheduled process. The Reporting Hierarchy Generation process updates the reporting hierarchy in accordance with changes to the internal resource or partner organization hierarchies and impacts the assignment of access group membership rules if both processes run at the same time.

Parameters

Parameter	Optional or Mandatory	Description	Parameter Values	Special Combinations Required	Notes
Record Selection	Mandatory	Specify the record.	Select a value.	None	None
Record Selection Value	Optional	Specify the record value.	Select a value.	None	None
Number of Work Objects per Sub Process	Optional	Specify the number of work objects per sub process.	Recommend that you use the default values.	None	None
Maximum Sub Processes per Process	Optional	Specify the maximum number of sub processes per process.	Recommend that you use the default values.	None	None
Diagnostic Mode	Optional	Used only for troubleshooting purposes.	Not applicable.	None	None

Troubleshooting Information

Use this information to troubleshoot the scheduled process:

• Warning or errors are displayed and details are captured in the scheduled process.

• Use the Diagnostic mode for detailed analysis.

• Use the Batch Assignment Progress Report or the Batch Assignment Error Report to view the details. For more information about these reports, see the Related Topics section.