Scoping Rules Developer Guide
jNewer Version Available
Scope Records Using Multiple String or ID Values in Record Criteria
This scoping rule allows active users to scope the records they see to records whose
Name__c field matches the rule’s record criteria value. The record criteria contains strings
separated by a comma. ID values are also supported. Double-quotes specify that the value inside
the quotes isn’t considered a delimiter.
| Available in: Lightning Experience in Performance,Unlimited, and Developer editions. |
This rule uses a custom object called Agent__c with a text field called Name__c.
Tooling API
1{
2 "FullName":"Agent records matching name field",
3 "Metadata": {
4 "active":true,
5 "description":"Show Records Matching Name__c field",
6 "enforcementType":"Scoping",
7 "masterLabel":"Records Matching Name__c field",
8 "recordFilter":"Name__c='Tom, Anita, “Torres, Jia”'",
9 "targetEntity":"Agent__c",
10 "userCriteria":"$User.IsActive=true",
11 "version":1
12 }
13}Metadata API
1<?xml version="1.0" encoding="UTF-8"?>
2<RestrictionRule xmlns="http://soap.sforce.com/2006/04/metadata">
3 <active>true</active>
4 <description>Show Records Matching Name__c field</description>
5 <enforcementType>Scoping</enforcementType>
6 <masterLabel>Records Matching Name__c field</masterLabel>
7 <recordFilter>Name__c='Tom, Anita, “Torres, Jia”</recordFilter>
8 <targetEntity>Agent__c</targetEntity>
9 <userCriteria>$User.IsActive=true</userCriteria>
10 <version>1</version>
11</RestrictionRule>This scoping rule allows active users to see records owned by two different managers. In this example, the rule’s record criteria contains IDs separated by a comma.
Tooling API
1{
2 "FullName":"Records Owned By Managers",
3 "Metadata": {
4 "active":true,
5 "description":"Displays records owned by two department managers",
6 "enforcementType":"Scoping",
7 "masterLabel":"RR for manager records",
8 "recordFilter":"Agent__c.Owner:User.ManagerId=001xx000003HNy7, 001xx000003HNut",
9 "targetEntity":"Agent__c",
10 "userCriteria":"$User.IsActive=true",
11 "version":1
12 }
13}Metadata API
1<?xml version="1.0" encoding="UTF-8"?>
2<RestrictionRule xmlns="http://soap.sforce.com/2006/04/metadata">
3 <active>true</active>
4 <description>Displays records owned by two department managers</description>
5 <enforcementType>Scoping</enforcementType>
6 <masterLabel>RR for manager records</masterLabel>
7 <recordFilter>Agent__c.Owner:User.ManagerId=001xx000003HNy7, 001xx000003HNut</recordFilter>
8 <targetEntity>Agent__c</targetEntity>
9 <userCriteria>$User.IsActive=true</userCriteria>
10 <version>1</version>
11</RestrictionRule>