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            Create Sharing Rules and Sharing Sets for Self-Scheduling Workflows

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            Create Sharing Rules and Sharing Sets for Self-Scheduling Workflows

            Create sharing rules to manage access to appointment scheduling objects that have external access set to private.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To use self-service appointment scheduling:

            OmniStudio in Lightning Experience Patient

            AND

            Appointment Scheduling on Health Cloud

            To create sharing rules: Manage Sharing
            1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
            2. In Managed Sharing Settings for, select Accounts and create a sharing rule for authenticated users.
              1. In the Account Sharing Rules section, click New.
              2. For Label, enter Account Sharing Settings. Accept the default name.
              3. Enter these details.
                Field Value
                Rule Type Based on criteria
                Criteria Account Record Type equals Business
                Share with Public Groups - All Customer Portal Users
                Default Account and Contract Access Read Only
            3. Click Save and click OK at the prompt.
            4. To give guest users access to the Intelligent Appointment Management objects, create a rule for each required object.
              1. Select Accounts and then, in the Account Sharing Rules section, click New.
              2. For Label, enter Account Sharing Settings Guest. Accept the default name. Then enter these details.
                Field Value
                Rule Type Guest user access, based on criteria
                Criteria Account Record Type equals Business
                Share with <Site> Guest User
                Default Account and Contract Access Read Only
              3. Click Save and click OK at the prompt.
              4. Add a rule for each of these objects.
                For each rule, enter a descriptive label that specifies Guest. Select the Guest user access, based on criteria rule type, share the object with the <Site> Guest User, and set the level of access to Read Only.
                In this list, <blank> indicates an empty field value. For these criteria, don’t enter anything in the Value field.
                Object Criteria
                Appointment Reasons Is Active equals True
                Assets Name not equal to <blank>
                Asset Types Name not equal to <blank>
                Care Provider Facility Specialties Active equals True
                Care Provider Searchable Field Care Provider Searchable Field Name not equal to <blank>
                Care Specialties Active equals True
                Code Sets Active equals True
                Code Set Bundles Name not equal to <blank>
                Engagement Channel Types Active equals True
                Healthcare Facility Networks

                Facility Network Name not equal to <blank>

                AND

                Active equals True
                Healthcare Payer Networks

                Payer Network Name not equal to <blank>

                AND

                Active equals True
                Healthcare Practitioner Facilities

                Practitioner Facility Name not equal to <blank>

                AND

                Active equals True
                Healthcare Providers Healthcare Provider Name not equal to <blank>
                Healthcare Provider NPIs Name not equal to <blank>
                Healthcare Provider Specialties Specialty Name not equal to <blank>
                Healthcare Provider Taxonomies Taxonomy Name not equal to <blank>
                Operating Hours Name not equal to <blank>
                Service Resources Name not equal to <blank>
                Service Territories Name not equal to <blank>
                Work Orders Work Order Number not equal to <blank>
                Work Type Asset Types Name not equal to <blank>
                Work Type Groups Work Type Group Name not equal to <blank>
                Work Types Work Type Name not equal to <blank>
            5. Save your changes.
            6. From Setup, in the Quick Find box, enter Digital Experiences, and then select Settings.
            7. Under Sharing Sets, click New. Enter a name for the sharing set.
              1. Move your cloned Customer Community profile to the Selected Profiles. The cloned profile is based on either a Customer Community Plus User or Customer Community User profile. See Create a Profile and Assign Permissions to Authenticated Users for Self-Scheduling.
              2. Move the Account and Service Appointment objects to the Selected Objects list.
            8. In the Configure Access section, click Set Up next to Account.
              To give the guest user access to their own account, enter these details.
              Field Value
              User Contact.Account
              Target Account Id
              Access Level Read/Write
            9. Click Update.
            10. In the Configure Access section, click Set Up next to Service Appointment.
              To give the guest user access to their own service appointments, enter these details.
              Field Value
              User Contact.Account
              Target Account Account
              Access Level Read/Write
            11. Click Update and save your work.

            See Also

             
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