Hello.
I have set up a couple of restriction rules based on a checkbox field I added to the User Object.
Restriction Rule 1
(We want this user to see all of the record values if boolean value is 'True')
User Criteria
Select which users this restriction rule applies to.
*Criteria Type = User Criteria
Field = $User.Corporate__c
Operator = Equals
Type = Boolean
Value = True
Criteria Type = Record Field
Field = [c2g__codaPurchaseInvoiceExpenseLineItem__c].c2g__Dimension1__r.Id
Operator = Equals
Type = ID
Value = a8Y1U000000LN3pUAG,a8Y1U000000LN4BUAW, a8Y1U000000LN3nUAG, a8Y1U000000LN3tUAG, a8Y1U000000LN4IUAW, a8Y1U000000LN4AUAW, a8Y1U000000LN3uUAG, a8Y1U000000LN49UAG, a8Y1U000000LN3vUAG, a8Y1U000000LN4NUAW, a8Y1U000000LN3lUAG, a8Y1U000000LN46UAG, a8Y1U000000LN3ZUAW, a8Y1U000000LN3yUAG, a8Y1U000000LN3mUAG, a8Y1U000000LN44UAG, a8Y1U000000LN48UAG, a8Y1U000000LN3fUAG
Restriction 2
(We want this user to see all of the record values if boolean value is 'False' with the exception of value = a8Y1U000000LN3pUAG )
User Criteria
Select which users this restriction rule applies to.
*Criteria Type = User Criteria
Field = $User.Corporate__c
Operator = Equals
Type = Boolean
Value = False
Criteria Type = Record Field
Field = [c2g__codaPurchaseInvoiceExpenseLineItem__c].c2g__Dimension1__r.Id
Operator = Equals
Type = ID
Value = a8Y1U000000LN4BUAW, a8Y1U000000LN3nUAG, a8Y1U000000LN3tUAG, a8Y1U000000LN4IUAW, a8Y1U000000LN4AUAW, a8Y1U000000LN3uUAG, a8Y1U000000LN49UAG, a8Y1U000000LN3vUAG, a8Y1U000000LN4NUAW, a8Y1U000000LN3lUAG, a8Y1U000000LN46UAG, a8Y1U000000LN3ZUAW, a8Y1U000000LN3yUAG, a8Y1U000000LN3mUAG, a8Y1U000000LN44UAG, a8Y1U000000LN48UAG, a8Y1U000000LN3fUAG
When I active both of these restriction rules the users that fall under Restriction Rule 1 are able to see all the values. However, those users that fall under Restriction 2 are not able to see any of the values. This is not how this should behave. Neither set of users have view all or modify all to the object. Any recommendations?
Please let me know if further information is needed.
Thank you,
Nancy
Can these users in group 2 see these records before the Restriction Rule is active? A restriction rule can't open up access to records, only filter access to records that they already have access to. Also, using the record Ids like this in a rule is really not recommended. Is there a different way to identify these records?