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Jan Kopejtko 2 Owner and Role Hierarchy
I need to restrict editation of a record this way:
Only owner or users above hierarchy can edit the record.
I know that validation rule can obtain NOT(user.id = owner.id), which makes sure that only the owner can edit the record, but how about the users above hierarchy?
I have OWD on public/read, that's. Can't use private OWDs.
Only owner or users above hierarchy can edit the record.
I know that validation rule can obtain NOT(user.id = owner.id), which makes sure that only the owner can edit the record, but how about the users above hierarchy?
I have OWD on public/read, that's. Can't use private OWDs.
Hi Jan,
You can create a new Sharing Rule-
Qwned by members of - Lower Level of roles or Roles and subordinates.
Share with - Upper Level of Role.
Please reply if this helps you. Also, don't forget to mark it as the best answer so it will help others.
Thanks
As you mentioned the OWD is public Read. To restrict the editing capability, you need to write Trigger Validation.
Thanks,
Gaurav