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A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario, you may require that private Account records be shared quickly with a Secure Team when it is needed.

This can be done using the RecordShare function and North52’s Quick Button App.

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • A formula of type Process Genie will be created that will trigger the function RecordShare

  • The formula is triggered by a Quick Button on the Account form

  • The formula will share the Account record with a team called Secure Team

Note : You will need to create a Team called “Secure Team”  for this example.

View this article in full on our support portal