Contents

Overview

This document outlines how to limit sharing of Time Tracking Summary records in the Time Tracking App.

Background

The Time Tracking Summary object is the child of a master-detail relationship with the Account object. As such, the Sharing Settings for the Time Tracking Summary object are Controlled by Parent and cannot be changed.

Use Cases

1. Users should see certain Account records, but shouldn’t see Time Tracking Summary records related to those Accounts.

2. Users should see all Account records, but should only see their own Time Tracking Summary records.

Walkthrough

To limit sharing of Time Tracking Summary records, create Restriction Rules to hide records that users shouldn’t see.

1. In the Setup menu (), navigate to Object Manager.
   
   

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2. In the list of objects, find and select the Time Tracking Summary object.
   
   

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3. In the object menu, select Restriction Rules.
   
   

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4. On the Time Tracking Summary Restriction Rules page, click New Rule.
   
   

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5. Enter the desired User Criteria and Record Criteria to control which records are shared.

   1. See Create a Restriction Rule and Restriction Rule Example Scenarios in Salesforce Help for more information on creating Restriction Rules.
      
      

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Hide other Users' Time Tracking Summaries

To hide other Users' Time Tracking Summary records, so that Users only see their own Time Tracking Summaries, create a Restriction Rule with the following Record Criteria:

1. Criteria Type: Record Field

2. Field: TTracking__Time_Tracking_Summary__c TTracking__Entered_For__c

3. Operator: Equals

4. Type: Current User

5. Value: User User ID

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