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Vijay Doraisamy

User Territory Sharing with Custom Sharing Reason - WOs and SAs

Work Management

When we enable user territory based sharing in SFS, in background, the SFS managed package creates sharing rules for WO and SA based on service territory (to a public group) via apex. However, when doing so, there is no Sharing reason set for this sharing rule. 
On the Lightning platform architecture, if a owner is changed for a record (WO or SA), system deletes all manual sharing without a sharing reason for the record including the one created by SFS managed package territory sharing feature. Because of this gap, we need to write custom code to reinstroduce the sharing created by managed package which is overhead and not good in long run.

the request to SFS product team is that, the SFS managed package user territory sharing should create the territory sharing with a sharing reason. i.e. similar to the one used for sharing rules for dispatched SA and WO that is also done by managed package but it does create it with a sharing reason. In this scenario, the owner change of the record does not delete those sharing. 

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Vijay Doraisamy

27 days ago

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