How do I run the Perform Object Sharing Rule Assignment Process?

The Perform Object Sharing Rule Assignment scheduled process assigns access group object sharing rules to objects each time you add an access group and share the rules.

You schedule and run this process from the access groups Monitor page.

By default, the process runs automatically at scheduled intervals to make sure you've the required access to all object data for your selected access groups. But you can submit the process manually if, for example, you want immediate access to new records and objects.

Note: If you disable automatic scheduling of the process, you must either create your own schedule for the process, or run the process manually. You can do both tasks from the Perform Object Sharing Rules Assignment subtab on the Monitor page. For more information about automatic scheduling, see the topic, Scheduling Options for Object Sharing Rules Assignment Processing.

Steps to Run the Process

1. On the Access Groups page, select the Monitor tab.

2. On the Perform Object Sharing Rules Assignment subtab, click Start Process.

3. On the Schedule Process page, enter these values in the Basic Options region.

   Field	Entry
   Work Object	Select the work object you want from the drop-down list.
   Record Selection	You can run the assignment process for all records or for a subset of records by selecting the appropriate option from the Record Selection list. The first time you schedule the job, select the All records option. After that, avoid processing delays by selecting the All records option only when it's essential. For example, when you activate and enable rules for a new object. Tip: You might want to run the object sharing rule assignment process for an individual record (for each type of object) and confirm the access group rule processing is correct before processing all records for an object. In general, schedule the process to run for a subset of records using one of these options. Records Since Last Run Records updated in last 'X' days Records updated in last 'X' hours Records updated between dates Single record It's recommended that you select the Records Since Last Run option in most cases. This option runs the job for only those records that were updated since the last time the process was run for the object, or for records that failed or were missed during the previous run of the job. If the job has never been previously run for the object, then all records are processed. Using this option reduces job processing time and ensures that changes to object rules are processed for all relevant records. Here are some examples of how you can use the other options: If you've scheduled the job to run every hour, select Records updated in last 1 hours. If you've scheduled the job to run every 4 hours, select Records updated in last 4 hours. If you've scheduled the job to run daily, then select Records updated in last 1 days.
   Diagnostic Mode	Run the process in diagnostic mode to troubleshoot any issues with access group rules processing. When you run the process in this mode, access group rule changes aren't committed. Instead an output log is generated with details of the rules processing. You can use these details to troubleshoot any issues with access group rules assignment. For example, the log helps you understand why certain rules weren't applied as expected.

4. The first time you run the process click Submit to run it immediately.

   Alternatively, if you've disabled dynamic scheduling and want to create your own schedule for the process, or if you want to create an additional schedule to supplement the default schedule, use these steps:

   1. Click Advanced.

   2. In the Advanced Options region, click the Schedule tab.

   3. Select the Using a schedule option.

   4. Select how often you want to run the process in the Frequency field.

   5. Enter start and end dates for the process.

   6. Click Submit.

   Depending on your settings, your process runs immediately or at the intervals you specified. You can monitor its progress in the process table on the Perform Object Sharing Rule Assignment page.