Assume that you want to share the customer record to other users when the customer status equals prospect.
Module: Customer
Event: Create or Update
Condition: Customer status equals Prospect
Action: Share record to other users
Follow the steps below:
- Navigate to Workflow Homepage and select Customer module.
- Click Create Workflow.
- Name your workflow and execute order.
- Select Create or Update for Record Event.
- Set conditions: Customer Status = Prospect
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- Click on Actions tab and click on create action
- Select Sharing for Action Type.
- Select user that you want to share or select role to share to all user in that role.
- Select share level.
Note: If sharing occurs from Workflow, sharing role will be Workflow value only.
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Create the customer record and change its status to prospect to see if it would be automatically shared to other users.
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Last modified on Jun 18, 2018