Hello, I got my Contract users excited to implement Restriction Rules as they want to store confidential enterprise contracts amongst the same Account database used by salespeople today - currently we've been doing this via the usual "out of bounds ghost accounts" but Restriction Rules seems tailor made to solve this more gracefully.
However when I go to create a simple rule, I'm finding none of the Contract fields I'd want to use are actually available to select. I don't see documentation indicating such a limiter, but for example we have a simple 'Contract_Type' picklist field to utilize. I see all manner of other custom fields for my choosing, even long text fields surprisingly. So why wouldn't this be?
Thank you.
The field lookup UI - scrolling to it doesn't work either, it seems to stop displaying available fields prematurely.
The field in question - a basic picklist, no dependencies, nothing fancy.
Hi,
I don't think picklist is supported yet. Please check the considerations.
These data types in the recordFilter and userCriteria fields:
- boolean
- date
- dateTime
- double
- int
- reference
- string
- time
related article: https://probablesolution.blogspot.com/2021/11/salesforce-new-feature-restriction-rule.html
