• Andrea Sonderfan 1
  • NEWBIE
  • 0 Points
  • Member since 2016

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 2
    Questions
  • 4
    Replies
I am attempting the data security sharing rules module but I cannot create the sharing rule for the Training Coordinator because I cannot find the priority custom field in the sharing rules drop down.  What am I doing wrong?  Thanks for your help!

Project Object shown with Custom Priority FieldAdding Sharing Rule but cannot see custom Priority Feild

My custom field for Priority will not show up as an option in the field for project sharing rule.  What did I do wrong?
I am attempting the data security sharing rules module but I cannot create the sharing rule for the Training Coordinator because I cannot find the priority custom field in the sharing rules drop down.  What am I doing wrong?  Thanks for your help!

Project Object shown with Custom Priority FieldAdding Sharing Rule but cannot see custom Priority Feild

My custom field for Priority will not show up as an option in the field for project sharing rule.  What did I do wrong?
Project custom object records should only be seen by the owner of the record and users above the owner on the role hierarchy. However, for some Project records, the Training Coordinator must also have Read Only visibility to the Project record.

Create a custom picklist field on the Project object called “Priority” with the following values: High, Medium, and Low. Then create a criteria-based Sharing Rule for Project records where the Priority = High to share those records with the Training Coordinator role.