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            Protect Employee Tasks with a Custom Restriction Rule and Permission

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            Protect Employee Tasks with a Custom Restriction Rule and Permission

            By default, an employee can see other employees’ onboarding tasks, which can include sensitive information. Prevent disclosure of sensitive information by using a custom permission to create a restriction rule. You can deploy this metadata-driven solution from your sandbox to production.

            Before you begin, configure employees who are service agents as two separate users.

            1. Create a custom permission.
              1. From Setup, in the Quick Find box, enter Custom Permissions, and then select Custom Permissions.
              2. Select New and name the custom permission, for example EmployeeUser. Save your work.
              3. From Setup, in the Quick Find box, enter Permission Sets, then select Permission Sets.
              4. Select Employee Productivity Plus User Data Access.
              5. Select Custom Permissions, then click Edit.
              6. Select the custom permission created in step 2, then click Add to move the permission toEnabled Custom Permissions.
              7. Save your changes.
            2. Create a restriction rule.
              1. From Setup, in the Quick Find box, enter Task, then select Task.
              2. ClickRestriction Rule.
              3. Click New Rule.
              4. Enter the Rule Name, for example EmployeePermissionsRestriction, and accept the default Full Name.
              5. To enable the rule, select Is Active.
              6. Under Criteria Type, select Permission Criteria from the dropdown.
                Permission criteria restriction rule details
              7. In Field, search for the custom permission from step one, and select your custom permission.
              8. For the Operator, select Equals from the dropdown.
              9. For the Type, select Boolean from the dropdown.
              10. For the Value, select True from the dropdown.
                Permission user criteria
              11. In the Record Criteria Field dropdown, search for Assigned to ID (User)select Assigned To ID (User), then filter by User ID. Select Choose.
              12. Under Operator, select Equals from the dropdown.
              13. Under Type, select Current User from the dropdown.
              14. Under Field Value, select User ID from the dropdown.
              15. Save your work.
                Restriction rule record criteria settings

            See Also

             
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