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shekhar 46
wrte apex code for polkicy object insert/update trigger
custom object : policy, fields( Policy Number,Agent(lookup to user),Policy Type - picklist (Personal,Business), Start Date, End Date),
Private access to policy in OWD, So that only owner can see the records,
When policy is created with policy type as business it should share record to agent selected in agent field.-> Use apex
Private access to policy in OWD, So that only owner can see the records,
When policy is created with policy type as business it should share record to agent selected in agent field.-> Use apex
So based on the agent field it should share the record to that user. Can you confirm what access need to be given for the record.
Thanks,