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Manage Users and Data Access
Create a Flow That Applies a Scoping Rule

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Create a Flow That Applies a Scoping Rule

You can create a scoping rule and then create a flow that users can run to update their user record. Users can filter records by scope to see only the records they need to focus on.

Required Editions

Available in: Lightning Experience
Available in: Performance, Unlimited, and Developer Editions
User Permissions Needed
To create and manage scoping rules: Manage Sharing
To view scoping rules: View Setup & Configuration AND View Restriction and Scoping Rules
To open, edit, or create a flow in Flow Builder: Manage Flow

This example scoping rule filters records according to their division. You can modify the scoping rule and the flow’s configuration to fulfill your business needs.

  1. Create a scoping rule that scopes the records by division, matching the record’s division to the current user’s division.
  2. Create a flow in Flow Builder.
    1. Use a Screen Flow.
    2. Create a Choice resource for each division.
    3. Use a Screen element to let users select a division.
    4. Use an Update Records element to update the division on the current user’s record.
  3. Activate your flow.
  4. Distribute your flow to users who need to run it.
Example
Example

Add a flow to a utility bar so users can run the flow. In App Manager, find the Lightning or Connected app where the flow needs to appear. Add the flow to a utility bar that users can click, causing a different scope to apply. In the flow detailed here, users click the utility bar to update the division on their user record. If a different scope applies, it’s applied when the user runs the flow.

Tip
Tip Make sure that users who want to run your flow have the Run Flows permission.

After updating their division, users select the filter option Filter by Scope to update their list view or report filter and focus on a different set of records.

See Also

 
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