Rule types and assessment

FormulaShare has a lot of flexibility for rules to be configured which reference fields from either the shared object, a related object, or even a custom metadata type related by a field match.

The app also supports rules being assessed and sharing applied in multiple different ways - batches, triggers, flows and more.

This section outlines considerations for each kind of rule, and provides information on how and why FormulaShare will run in either Transaction Safe or Full Assessment modes, and the implications of this:

  • Standard Rules - considerations for rules where the sharing field is on the object itself
  • Cross-Object Rules - considerations for rules where the sharing field is on the object itself, or a related custom metadata type
  • Transaction Safe or Full Assessment - details of when operations will run to minimise transaction overhead, and when these will run to apply all possible sharing changes