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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 Account records have their shared access quickly removed when it is needed.

This can be done using the RecordUnShareAll 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 RecordUnShareAll

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

  • The formula will unshare all access to the Account record it is run on                                                            

View this article in full on our support portal