Re: Roles and permissions
Ok, so your employee record will need to have a summary up to the Parent Organization. I would use your current field [This is Me] for this. Then you will need to do a Lookup field from the Vendor Organization to the Customer Organization of the [This is Me] Summary field you just created.
Your permissions will need to look at both of these fields to determine if the user can access the record, so that would be something like:
[Vendor - # of Me] >0 OR [Customer - # of Me]>0
You could also create a Formula Checkbox ([Can View]) on the Organizations table that uses this same formula and then just use the [Can View] checkbox in your custom permissions.
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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Your permissions will need to look at both of these fields to determine if the user can access the record, so that would be something like:
[Vendor - # of Me] >0 OR [Customer - # of Me]>0
You could also create a Formula Checkbox ([Can View]) on the Organizations table that uses this same formula and then just use the [Can View] checkbox in your custom permissions.
------------------------------
Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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