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Restricting shared fields on referenced records


This feature allows dynamic share to limit the fields that are being shared on referenced records. After clicking “Share only selected fields” on a given referenced field, clicking the “Add new” would specify a field to be shared, and clicking “Add all table fields” would share all fields of the given record.

Example: This dynamic share on the “Ticket” table is configured to share out the “assignment_group” field. The “assignment_group” record is configured to share out only a few fields - 'name', 'manager', and 'roles'.

When a dynamic share is triggered, the “assignment_group” record will only have the three fields selected to be shared.

restricting_shared_fields_on_referenced_records.txt · Last modified: 2018/01/11 15:56 by billy