Apparently I've made a long time assumption about Sharing Rules that may not be true.
Sharing Rules Based On User-Record Markers
If I have a Checkbox on the User record called "Allowed To See XYZ", and I have Accounts with a Checkbox marker called "XYZ", can I not create a Sharing Rule to allow USERS with that marker to see those ACCOUNTS? All I am (now) seeing is that we can use is Groups, Roles and Roles+Subordinates).
We have a need to allow users to see certain Accounts that have one or more of five different markers. If the USER record for the person logged on has any of the markers, they are to be able to see those Accounts that have the same markers.
- Some users will have ONE marker and need to see records with that ONE marker
- Some users will have THREE markers and need to see records with ANY ONE of those three markers
Account has markers (assume checkboxes): - Marker1 - Marker2 - Marker3 - Marker4 - Marker5
Users will have the exact same markers.
I had believed I'd be writing a formula for the criteria along the lines of (assuming checkboxes):
- ( User.Marker1 & Account.Marker1 )
- or if you prefer: if( User.Marker1 & Account.Marker1 ), TRUE, FALSE )
I'm starting to come up with an idea to work around this, but I really don't like it (using the User markers to automatically put them into Groups, then use the Groups to share). If that's the solution, so be it... I just don't want that complexity and maintenance of more routines.