Scoping Rules Developer Guide

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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
PDF

Display a Branch Location’s Records by Default

This scoping rule displays task records associated with a particular bank branch location by default. A custom field called Branch__c stores the bank’s branch locations.
Available in: Lightning Experience in Performance,Unlimited, and Developer editions.

Tooling API

{
    "FullName":"Task scoping rule on Bank Branch 1",
    "Metadata": {
         "active":true,
         "description":"View tasks for Bank Branch 1.",
         "enforcementType":"Scoping",
         "masterLabel":"SR for Bank Branch 1",
         "recordFilter":"Branch__c = $User.Branch__c",
         "targetEntity":"Task",
         "userCriteria":"$User.UserRoleId = '00Exxxxxxxxxxxx'",
         "version":1
    }
}

Metadata API

<?xml version="1.0" encoding="UTF-8"?>
<RestrictionRule xmlns="http://soap.sforce.com/2006/04/metadata">
    <active>true</active>
    <description>View tasks for Bank Branch 1.</description>
    <enforcementType>Scoping</enforcementType>
    <masterLabel>SR for Bank Branch 1</masterLabel>
    <recordFilter>Branch__c = $User.Branch__c</recordFilter>
    <targetEntity>Task</targetEntity>
    <userCriteria>$User.UserRoleId = '00Exxxxxxxxxxxx'</userCriteria>
    <version>1</version>
</RestrictionRule>