Scoping Rules Developer Guide

About This Guide
Scoping Rules
Quick Start: Display Records by Branch Location
Considerations for Scoping Rules
Example Scenarios
Display a Branch Location’s Records by Default
Display a Department’s Records by Default
Display a Division’s Tasks by Default
Scope Records Using Multiple String or ID Values in Record Criteria
Tooling API Reference
Metadata API Reference
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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

Metadata API

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

Metadata API