Package: TimeCards

Displaying Worker's Name for Approver Within Private Sharing Model

When a customer has a Private Sharing Model for the Contact Object, the Timesheet Approver cannot view the Worker's Name within the Community when Approving/Rejecting hours. Configuration is available to resolve this problem and retain the Private Sharing Model. The below steps are to be completed by a User with System Admin permissions.

1. Create a new Field on the Contact Object
   • The Field will be a Lookup to the Account Object.
     • This Field does not need to be added onto Page Layouts.
   • Take Note of the Field Name, you'll need it in the following steps.
2. Create & Activate a Process Builder
   • The Process Builder should fire when a Placement Record is created & any time it's edited when the Client Field is populated with data.
   • The Process Builder will move Account data from the related Placement Contacts over to the Contact Record using a Formula. Here is an example of moving the Placement Client onto the Employee/Worker Record - this environment created a new Field in Step #1 labeled Placement Client Account.
     • It's recommended you repeat this Update Record action for all Related Contacts on the Placement Object - example, Primary Approver, Secondary Approver, etc.
       
3. Create & Activate a Community Sharing Rule
   • See the details regarding Community Sharing Rules.
   • Sharing should be enabled for the Hiring Manager Profile to the Contact Object.
   • The Sharing will be based on the Field created in Step #1, this environment created a new Field labeled Placement Client Account.
     
4. Modify the Affected Placements
   • Each affected Placement would need to be edited to invoke the Process Builder & Community Sharing Rule. This can be done by simply clicking the Edit & Save buttons without actually changing any data on the Placement.