Administrator Certification Maintenance (Spring '22)
→ Maintain Your Administrator Certification for Spring '22
Create a Restriction Rule for users to keep their Tasks private.
Please follow below steps for completing this challenge:
Step: 1
Click on 'Gear' icon and select 'Setup' option.
Step: 2
Click on 'Object Manager' tab.
Step: 3
Find 'Task' object in quick find box and open the same object.
Step: 4
In the sidebar, click 'Restriction Rule' option.
Step: 5
Click on 'New Rule' button.
Step: 6
As mentioned in challenge, enter the Rule Name value.
- Rule Name: Keep Tasks Private
- Full Name: Keep_Tasks_Private
Check the 'Is Active' checkbox as true.
In 'User Criteria' section, click on 'Field' lookup text box.
Step: 7
Select 'Active' field and click on 'Choose' button.
Step: 8
Select 'True' option from 'Value' drop down.
Step: 9
Now, under 'Record Criteria' section, click on 'Field' lookup text box.
Step: 10
First select 'Assigned To ID (User)' field and then select 'User ID' field,
Click on 'Choose' button.
Step: 11
Select 'Current User' option from 'Type' drop down and click on 'value' lookup text box.
Step: 12
Select 'User ID' field and click on 'Choose' button.
Step: 13
Finally your screen look like below screenshot and click 'Save' button.
Step: 14
Your 'Task Restriction Rule' have created successfully now you can check the challenge.
Certification Maintenance Due Date: April, 2023
Helpful link: Spring '22 Certification Maintenance
Thank you Nikhil, Really appreciate.
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ReplyDeleteI am not able to see restriction rule in task object
ReplyDeleteThank you Nikhil
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