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SINDHUCHALLABOTLA Default Notes Sharing Settings !!!
Hello everyone,
Is there a possibility to make 'set by record' as default in notes sharing settings?
If so, please let me know the solution, it would be very helpful.
Thank You,
Sindhu
Is there a possibility to make 'set by record' as default in notes sharing settings?
If so, please let me know the solution, it would be very helpful.
Thank You,
Sindhu
https://success.salesforce.com/ideaView?id=08730000000kyz2AAA
For the time being, you can implement a trigger to control the default Sharing Settings on Files or Notes. At least, that is what we are doing to set the sharing to "Set by Record" default on each new file.
https://salesforce.stackexchange.com/questions/157139/how-to-share-a-contentdocumentlink-using-set-by-record?utm_medium=organic&utm_source=google_rich_qa&utm_campaign=google_rich_qa
trigger ContentDocumentLink_AutoShare_Integrated on ContentDocumentLink (before insert) { for(ContentDocumentLink cdl: Trigger.new){ cdl.shareType = 'I'; } }
All Answers
https://success.salesforce.com/ideaView?id=08730000000kyz2AAA
For the time being, you can implement a trigger to control the default Sharing Settings on Files or Notes. At least, that is what we are doing to set the sharing to "Set by Record" default on each new file.
https://salesforce.stackexchange.com/questions/157139/how-to-share-a-contentdocumentlink-using-set-by-record?utm_medium=organic&utm_source=google_rich_qa&utm_campaign=google_rich_qa
trigger ContentDocumentLink_AutoShare_Integrated on ContentDocumentLink (before insert) { for(ContentDocumentLink cdl: Trigger.new){ cdl.shareType = 'I'; } }