The Object Relationship is as below:
DEAL (Parent, Private) -> WPV (Child) -> Check List (G Child)
The checklist Grand Child Object has a Field called Governance Lead which looks up to the standard User Object.
I would like to share the Check List record with the User chosen in Governance Lead Field automatically when the record is saved. Can I achieve this?
Best Answer
Easiest answer - can you dump the "Governance Lead" and use standard
OwnerId
field ;) You didn't specify if the relationship is done with lookups or master-details (in m-d child objects won't have Owner field). Owner is best as it gives this user full access to the record.Alternatively... criteria-based sharing won't work so I think you'd have to write a trigger that'd make entries in
Check_List__Share
table. Read about "Apex managed sharing". Just type this phrase into the Apex developer guide and read top 3 topics: