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Gene T.Gene T. 

Sharing Based off Formula

I have 3 custom objects that lookup up to the same custom object. The parent object has a sharing rule in place that shares the records with public groups based off a picklist called "division". This works perfectly for the parent. For each of the child objects, I use a formula to bring over the picklist value from the parent as a text field. Now, when I try to setup the sharing rule, the field is not available. Any ideas on how to approach this?


I don't believe you can use a cross-object formula field. Try using a simple trigger to copy the data directly into a custom field on the record (look through my recent posts, there's plenty examples of this of late).


Alternatively, have you looked at using Territory Management? It might be a better solution to what you're trying to do.