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I have a custom object that is open for most staff to view but very occasionally, an instance of that object needs to be restricted so that only a subset of users can see it. Is there a recommended way to accomplish this? 

 

#Object Permissions

1 answer
  1. Sep 17, 9:33 PM

    Monarch Notes Version:  

    Set the OWD to "Private" and create a Criteria Based Sharing Rule that allows a value/attrbute in a field to make the record visible/editable to a subset of users via Role, Group Membership, etc

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