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