Share
Report
70Hi All,
I have a User-Created Access Team with some defined users added to it. Now, I want to share a particular Case record with this team. Note that I am not referring to the System-Created Access Team which can be defined using Team Templates.
I have two questions here:
1. How do I share my Case record with this Access Team directly from the form itself without going through multiple clicks (Share->Add User/Team->Filter Access Teams etc.) ? The way we create a sub-grid for System-Created Access Teams (using Team Templates), can we have something which displays the list of Access Teams linked to the record and allows us to add/remove associated Access Teams from the sub-grid itself?
2. I understand that since Access Teams don't own records and don't have any security roles assigned, the overhead of sharing a record with an Access Team would be relatively lesser than sharing with an Owner Team. Also, I think even sharing records using Access Teams creates POA records internally. Kindly confirm if this understanding is correct.
*This post is locked for comments
All responses (
Answers (
