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Scenario Overview

In this scenario, you may require that Account records have their shared access quickly removed when it is needed.

This can be done using the RecordUnShareAll function and North52's Quick Button App.

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • A formula of type Process Genie will be created that will trigger the function RecordUnShareAll

  • The formula is triggered by a Quick Button on the Account form

  • The formula will unshare all access to the Account record it is run on                                                            

N52 Formula Manager Steps  

The following set of steps outline how to create this Formula:

  • Create a new formula of type Process Genie
  • Set the Mode to 'ServerSide'
  • Set Display Format to 'String'
  • Set the Source Entity to 'Account'
  • Go to the Formula editor
  • Copy and paste the formula below
  • Click Save
  • Copy the Short Code in the top right hand corner for later

  

Formula

RecordUnShareAll('account',[account.accountid])

N52 Create a quick button

Please follow the instructions to create a Quick Button here, using the Shortcode of the formula you made above. 

Once you have added the Quick Button, you are ready to test. You should see all Users/Teams disappear once you click the button - like below:



Wizard - RecordUnShareAll

Please see below the wizard you can use to create the RecordUnShareAll() function call used in this formula.