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>