Allow Users to See Records Based on a Custom Field

This restriction rule allows high-volume users to only see contracts where the user's department matches the contract's department. This rule uses a custom field, Department__c, that must have the appropriate value set through Apex, Process Builder, workflows, or flows.

This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms.

Note

Tooling API

1{
2    "FullName":"Contract restriction rule for Customer Community",
3    "Metadata": {
4        "active":true,
5        "description":"Show high-volume user by department",
6        "enforcementType":"Restrict",
7        "masterLabel":"RR for Internal Contracts",
8        "recordFilter":"Department__c = $User.Department",
9        "targetEntity":"Contract",
10        "userCriteria":"$User.UserType = 'CSPLitePortal'",
11        "version":1 
12    } 
13}

Metadata API

1<?xml version="1.0" encoding="UTF-8"?>
2<RestrictionRule xmlns="http://soap.sforce.com/2006/04/metadata">
3    <active>true</active>
4    <description>Show high-volume user by department</description>
5    <enforcementType>Restrict</enforcementType>
6    <masterLabel>RR for Internal Contracts</masterLabel>
7    <recordFilter>Department__c = $User.Department</recordFilter>
8    <targetEntity>Contract</targetEntity>
9    <userCriteria>$User.UserType = 'CSPLitePortal'</userCriteria>
10    <version>1</version>
11</RestrictionRule>

Restriction Rules Developer Guide (Beta)

Allow Users to See Records Based on a Custom Field

Tooling API

Metadata API