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Giddamreddi Reddy
sharing rules for traning coordinator and project.
Project custom object records should only be seen by the owner of the record and users above the owner on the role hierarchy. However, for some Project records, the Training Coordinator must also have Read Only visibility to the Project record.
Create a custom picklist field on the Project object called “Priority” with the following values: High, Medium, and Low. Then create a criteria-based Sharing Rule for Project records where the Priority = High to share those records with the Training Coordinator role.
Create a custom picklist field on the Project object called “Priority” with the following values: High, Medium, and Low. Then create a criteria-based Sharing Rule for Project records where the Priority = High to share those records with the Training Coordinator role.
1) u create project obj and API project__C.
2) choose date type of project...text (not for any number)
3).in this create field priority with API priority__C.
4) in security controlls owd set public read only..on project obj& also give sharing rule name as ur wish.(i am given that private)
5) if all ready exist Training Coordinator in ur role highrarchey then don.t add..its..if not there add Training Coordinator.on under ceo role.
then u got 500 points........ok bye..
All Answers
- hai sonam ,see this task In Trailhead sharing rules..block (see task below)
Project custom object records should only be seen by the owner of the record and users above the owner on the role hierarchy. However, for some Project records, the Training Coordinator must also have Read Only visibility to the Project record.Create a custom picklist field on the Project object called “Priority” with the following values: High, Medium, and Low. Then create a criteria-based Sharing Rule for Project records where the Priority = High to share those records with the Training Coordinator role.
The sharing rule did not behave as expected.".
i got points this ..ok
Regards,
Ghanshyam
1) u create project obj and API project__C.
2) choose date type of project...text (not for any number)
3).in this create field priority with API priority__C.
4) in security controlls owd set public read only..on project obj& also give sharing rule name as ur wish.(i am given that private)
5) if all ready exist Training Coordinator in ur role highrarchey then don.t add..its..if not there add Training Coordinator.on under ceo role.
then u got 500 points........ok bye..
Challenge not yet complete... here's what's wrong:
The sharing rule did not behave as expected.
project object
sharing setting
sharing rule
please Help
Change the Access level to read only and see if that helps..
and I set Read Only in the Sharing Rule's Access Level
I still doesn't work =(
I was also having trouble with this but finaly got it to work.
1) Created my 'Project' object with API 'Project__c' ( This was actually done in a previous lesson for this Data Security Badge)
*By Setup --> Create --> Objects --> New Custom Object
2) 'Project' Name data type = Text(80)
3) Created a custom field called 'Priority' on the 'Project' Object with data type of 'PickList' (API name should be 'Priority__c')
4) Added 'High', 'Medium', and 'Low' text to the picklist values
5) Created a Role called 'Training Coordinator' (This was actually done in the previous lesson for Data Security called 'Creating a Role Hierarchy')
*By Setup --> Manage Users --> Roles --> Set Up Roles (Choose the Role this role needs to report to) --> Add Role
6) Created the Sharing Rule
* By Setup --> Security Controls --> Sharing Settings --> Manage sharing settings for 'Project' (drop list)--> Project Sharing Rules --> New
7) STEP 1:Label = 'Project Sharing Rule', Rule Name = 'Project_Sharing_Rule'
STEP 2: Rule Type = Based Criteria
STEP 3: Field = 'Priority', Operator = 'equals', Value = High
STEP 4: Share with 'Roles' , and select 'Training Coordinator'
STEP 5: Access Level = 'Read Only'
8) Make organization wide defaults "Private"
*By Setup --> Security Controls --> Sharing Settings --> Edit --> Project default internal access = 'Private'
hi Ghanshyam Yadav01, m facing same issue can u explain with some snapshots,, or u can share the photo of sharing rules page.
2
3
4
somebdy plzzz clarify its solution....i m getting d same error ...the sharing role does not behave as expected
Thank you! Rodney Anderson. Works for me!
Follow the steps to complete the challenge... these steps will satisfy those too getting different errors saying the SHARING ROLE DOES NOT BEHAVE AS EXPECTED...
step 1: create a custom object named "Project' giving out the api "Project__c"
setup---->create---->objects----->new custom object----->label (type--> Project) [dont't do anything else as by default the data type is text itself ].
click on save and you have now successfully created the custom project object with the api as required.
step 2: now go to the custom field and relationship (scroll down u'll see) and click on new. Select the picklist and give the label as Priority
Give the values of the picklist as High(press enter) Medium(press enter) Low(press enter).
The next page you will see two fields visible and read only . Select the visible box and next.
Thus now you have created a custom field Priority with api Priority__c which you can clearly see after saving.
step 3: I'm considering that you must have already created the role of the Training Coordinator as in the previous challenge. If not please go back to the previous challenge and create the roles.If you still have problems do tell I'll help you out.
NOW THE MAIN PARTS
step 4: creating the sharing rule--------
security control--->sharing settings
On that page you will see Manage sharing settings for : from the droplist select the Project
After you have done these..... scroll down and you will see Project Sharing Rules and click on NEW .
you will see various steps given on those page-------
step 1: Rule Name
Give any label name of your choice and the corresponding rule name will be automatically generated.
Step 2: Select your rule type
Check on the option given as Based on criteria
Step 3: Select which records to be shared
Select the Field as Priority Operator as Equals Value as High
( the value oh high can be obtained by clicking the search icon just next to the field ,search and insert the value or you can type too).
Step 4: Select the users to share with
Share with: (droplist and select Roles) -----Select One---- (droplist and select Training Coordinator)
Step 5: Select the level of access for the users
Let the access level as Read Only itself.
and save.
Our job is not over yet . People getting error messages as SHARING ROLE DOES NOT BEHAVE AS EXPECTED... is because you have performed well and accurately till step 4 but have not given the Organization-wide defaults settings as private.
To change the settings follow the step 5 which is much similar to the step 4.
step 5: creating the sharing rule--------
security control--->sharing settings
On that page you will see Manage sharing settings for : from the droplist select the Project
After you have done these.....
you'll see Organization-wide defaults , and click on EDIT.
and set the Default Internal Access to Private . [ this is the thing which most of us miss] ,...because according to the first line of the challenge it should ve visible only by the user and upper level of heirarchy.
THANK YOU...
i did same steps as yours still its not working...
step 1: create a custom object named "Project' giving out the api "Project__c"
setup---->create---->objects----->new custom object----->label (type--> Project) [dont't do anything else as by default the data type is text itself ].
click on save and you have now successfully created the custom project object with the api as required.
step 2: now go to the custom field and relationship (scroll down u'll see) and click on new. Select the picklist and give the label as Priority
Give the values of the picklist as High(press enter) Medium(press enter) Low(press enter).
The next page you will see two fields visible and read only . Select the visible box and next.
Thus now you have created a custom field Priority with api Priority__c which you can clearly see after saving.
step 3: I'm considering that you must have already created the role of the Training Coordinator as in the previous challenge. If not please go back to the previous challenge and create the roles.If you still have problems do tell I'll help you out.
NOW THE MAIN PARTS
step 4: creating the sharing rule--------
security control--->sharing settings
On that page you will see Manage sharing settings for : from the droplist select the Project
After you have done these..... scroll down and you will see Project Sharing Rules and click on NEW .
you will see various steps given on those page-------
step 1: Rule Name
Give any label name of your choice and the corresponding rule name will be automatically generated.
Step 2: Select your rule type
Check on the option given as Based on criteria
Step 3: Select which records to be shared
Select the Field as Priority Operator as Equals Value as High
( the value oh high can be obtained by clicking the search icon just next to the field ,search and insert the value or you can type too).
Step 4: Select the users to share with
Share with: (droplist and select Roles) -----Select One---- (droplist and select Training Coordinator)
Step 5: Select the level of access for the users
Let the access level as Read Only itself.
and save.
Our job is not over yet . People getting error messages as SHARING ROLE DOES NOT BEHAVE AS EXPECTED... is because you have performed well and accurately till step 4 but have not given the Organization-wide defaults settings as private.
To change the settings follow the step 5 which is much similar to the step 4.
step 5: creating the sharing rule--------
security control--->sharing settings
On that page you will see Manage sharing settings for : from the droplist select the Project
After you have done these.....
you'll see Organization-wide defaults , and click on EDIT.
and set the Default Internal Access to Private . [ this is the thing which most of us miss] ,...because according to the first line of the challenge it should ve visible only by the user and upper level of heirarchy.
look at screen
let me know what changes i need to..
thanks
CloudyJosh
MAKE SURE that you have "Roles" and NOT "Roles and Subordinates" selected in the criteria section, otherwise this will not work! I had everything down correctly except I selected "Roles and Subordinates" then selected "Training Coordinator" and that error kept popping up. Took me two days to figure this out.
"The organization-wide defaults for Project cannot be set to 'Public Read/Write'."
No matter how many times I read it, I did not see the word 'cannot' and only just noticed it after coming here. I set mine org wide sharing for Projects to 'Private' and it worked as soon as the update finished.
I finally figured it out what I was doing wrong, I was creating a Public Group with the Training Coordinator role in it and then creating the Sharing rule using the Public Group but the Trailhead challenge did not like this!!
To get the correct TrailHead challenge answer, instead,
1) I deleted the Public Group with the Training Coordinator role in it.
2) I create the sharing rule using the Training Coordinator role directly in the sharing rule with Read-Only - THAT WORKED!!! The Trailhead challenge accepted this.
Hello everyone, I've done all the steps above and tripple checked everything yet I'm getting the error message: Trailhead An object with the API name Project _c does not exist or does not contain the Priority _c picklist field.
PLEASE HELP ME!!!!
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