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            Create Sharing Rules for Users to Access Omnistudio Components and Records on Your Site

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            Create Sharing Rules for Users to Access Omnistudio Components and Records on Your Site

            Provide authenticated site users with access to Omnistudio components and care plan-related records. Create criteria-based sharing rules for the Omni Data Transformation, Omni Process, Omni UI Card objects, and for other objects relevant to care plans.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To create sharing rules: Manage Sharing
            1. From Setup, in the Quick Find box, enter Sharing Settings, then select Sharing Settings.
            2. In the Sharing Rules related list for Omni Data Transformation, click New.
            3. Enter the label name and rule name.
              Note
              Note The label name appears on the user interface. The rule name is a unique name used by the API and managed packages.
              Sharing Rules for Omni Data Transformation
            4. If necessary, enter a description of the sharing rule.
            5. For the rule type, select Based on criteria.
            6. Under Select which records to be shared, select Active for Field, equals for Operator, and enter True for Value.
            7. Under Select the users to share with, select Public Groups and All Customer Portal Users.
            8. Save your changes.
            9. Similarly, create sharing rules for the Omni Process, Omni UI Card, and other relevant objects such as Account, Case, Care Plan Template, Problem Definition, Goal Definition, Action Plan, Action Plan Template, Assessment, and External Assessment Definition.

            See Also

             
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