The FormulaShare Rules tab in the FormulaShare app summarises the status of each rule and provides options for making changes or recalculating sharing for an object.
Most fields in the list show details set in the rule. The extra monitoring fields are populated as below
- Last Full Assessment: The date and time that batch job assessment last completed for this rule. The column will show "Pending" if the batch job hasn't yet run for the rule, and "Processing" if batch job is currently in progress.
- Records Shared: Shows the total number of records which are shared under this rule on the date the batch job last ran
- Warnings: Shown only if issues have been detected related to this rule. See the errors and warnings section to see the information which may be shown here. When errors have been identified at a record level, this column provides a link to the record logs report summarising the errors identified
The buttons on the right of the table enable actions to be taken in relation to the object and rules:
- Recalculate Sharing (available on object rows): Submits all records of the object for full sharing assessment. This can be useful to recalculate sharing for all records after a rule has been added or changed.
Enterprise / Unlimited only: Note that this option is only supported for objects which have a Sharing Calculation Schedule including a "Full Recalculation on Batch" option selected in Object Settings. - View / Edit (available on rule rows): Enables review and edit of an existing rule
- Activate / Deactivate (available on rule rows): Will deploy a change to the rule's custom metadata record to activate or deactivate this. A change to activation will be applied the next time a full recalculation is made on the object
- View Records Shared Since Last Batch (available on rule rows): Links to a report of logs showing all sharing which has been created or removed during the last batch job, and any sharing changes applied by real time processing since this batch