I have a formula field that is a value from a look up object. Now when into sharing by criteria, I am unable to view this formula field in order to filter by criteria.

Now is it safe to assume that this is a formula field and hence will no be available in the pick list and is there a way I can filter using this formula field? If the assumption is true?

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    Seems you have edited your question with a follow up question. That will classify as a different question. The way SFSE works is that we try to limit it to one question/specific issue. I will recommend you to open a new question with the details you are looking to achieve. As a pointer, you can achieve that using a workflow field update/process builder/trigger. There are quite a few ways you can do that. – Jayant Das Feb 13 at 19:56
  • i am still learning to edit and post in this forum. thanks will do as you have suggested – Smitha Vikram Feb 13 at 19:57
  • That's absolutely fine. We are all here to learn. The only reason to keep the problem specific is so that the original question does not get lost with multiple other follow ups. – Jayant Das Feb 13 at 19:58
  • Additionally, if you think this question was resolved, then you should mark the answer as accepted. This helps for anyone coming to this question to identify if this answer was accepted or not. You will need to select the tick mark near to the answer to do so. – Jayant Das Feb 13 at 20:44

Your finding is correct. You cannot have formula field in available field list in Criteria based sharing rule. There is this idea open to allow formula fields in criteria based sharing.

Your only option is to utilize the fields which are available in the fields list. In your case you can copy over the values on a text field and then utilize accordingly.

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