FormulaShare Release Notes

 MAJOR RELEASE

Another year flies by... birds are blooming and flowers singing, and it's time for our annual major release!

 MAJOR RELEASE
 

We've been hard at work adding FormulaShare features, improvements and fixes. We're really excited about the changes which offer more flexibility and help to move away from code altogether!
 

What do I need to know?

The Spring release includes new enhancements, but has no expected impact to your existing functionality. You'll be pleased to know no changes are needed unless you'd like to adopt some of the exciting new features.

 MAJOR RELEASE
 

The next major release is here! There are a few big enhancements coming in this version:
 

Cross-object sharing rules (Lite, Enterprise and Unlimited)

This is a big one! FormulaShare allows information from related objects to determine sharing, and we've boosted this ability in a big way.

It's now possible to share based on a field in an object connected through a series of lookups to the shared object.

Major release
 

Significant functional and usability enhancements have arrived!

This version is now available to install from the AppExchange. Automatic upgrades to production orgs will take place from January 2021 unless requested otherwise. See the sections below for an overview, and check the help guide for full details.

Lightning app to simplify rule management

Patch release
 

Bugfix: Custom object trigger deletions remove shares for other records (Github)

Prior to this release, if the documented approach was used for trigger code on a custom object, the line below would have the effect of removing all FormulaShare sharing for records for this object other than the records being created or updated:

    delete helper.getSharesToDelete();

Patch release
 

Separate internal and internal and portal subordinate sharing options (Github)

Patch release
 

Bypass batch calculation when no rules defined in org (Github)

Initial distributed version
 

Support for rule configuration via custom metadata

Standard and custom object support

Sharing to roles, roles and subordinates, users or groups

Batch job can be scheduled for full rule recalculation

Real time assessment triggered by calling global class methods

Logging of scheduled recalculations