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            Configure Sharing Rules for Healthcare Facility Code Set

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            Configure Sharing Rules for Healthcare Facility Code Set

            The search for a Healthcare facility uses information in the Codeset field that is defined on the Code Set Bundle object. Code Set Bundle is a generic object that you can also use to store information that isn't related to site management. To help the Site Management users view only the healthcare facilities in the codeset, configure the object sharing rules feature on the Code Set Bundle object.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To configure sharing rules for codeset:

            Manage Sharing

            Before you configure sharing rules, make sure that the healthcare facility codeset has the code set type set to Healthcare Facility Type.

            1. From Setup, in the Quick Find box, enter Sharing Settings and select it.
            2. Under Sharing Rules, next to the Code Set Sharing Rules, click New.
            3. Enter the label name and rule name.
            4. Select Based on Criteria as the rule type.
            5. Select Code Set Type as the field. Select equals as the operator, and enter Healthcare Facility Type as the value.
            6. In Share with, select Public Groups from the dropdown list, and select the public group where you want to configure the sharing settings.
            7. Select Read/Write as the access level.
            8. Save your changes.

            See Also

             
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