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Export the list of user in a Sharing Group

  • August 10, 2022
  • 2 replies
  • 18 views

jenniferpa
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We have two use cases for the ability to export the users in a Sharing Group:

  • We periodically audit users in each Sharing Group and it would save time to be able to export all users into Excel and compare using vlookup with our active user list. 
  • We are configuring Attribute criteria to auto-manage Sharing Group users.  The criteria has been added but there are users missing and others that were added in error.  To troubleshoot these issues, I need to manually compare the active user list to the Sharing Group users one at a time and vice versa.   The ability to export the Sharing Group user list and use vlookup to perform the comparison would save a ton of time. 

2 replies

romihache
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  • January 20, 2023

 I was about to submit this idea, luckily I found this post.
This will be a great enhancement! Currently, maintaining the Sharing Groups up-to-date or troubleshoot an issue related to them require a lot of manual effort.


romihache
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  • January 20, 2023

And even better, the ability to report the Sharing Groups from an object with a lookup to user…? That will close the loop, providing both the capability to export, and doing the lookup within GS itself 😊