You need to sign in to do that
Don't have an account?
Sharing Rules for Cases
We currently have set up our org wide defaults for cases to Public/Read?Write. Everyone should be able to access the cases. These cases were opportunity specific. I am now creating cases that are internal only and do not relate to an opportunity. This new record type is for IT requests for our users. These IT requests I would like just the owner of the record and Admin to be able to view the issue. How can I set up my cases where the regular cases can be viewed by everyone but the IT requests only by the owner?
I have tried the following:
I called SF basic support and they said you can not set up sharing rules based on record types.
I tried adding the sharing button and tried to "unshare" users. I found that you can only add and not remove sharing settings.
What else can I do? Any suggestions?
Thank you in advance.
Missa,
One way to share cases without code is by using the built-in Case Teams functionality. Also, whoever told you that about building shares with Apex triggers is misinformed -- you can make shares on Case with Apex just as you can on any other object.