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Blocking Users to seeing entries assigned to them & based on position

  • 1.  Blocking Users to seeing entries assigned to them & based on position

    Posted 18 days ago
    I have an app that has multiple tables but I need to limit the view based on Role and ensure the users cannot see their own file. 

    My Employee table  has an 'Employee Name' Text Field followed by 'User Assignment' (user field that assigns the user to the employee name) and a 'Current Role' Text field -Multiple Choice.  I have created a field Current User is This Person with this formula [If(User()=[User Assignment], 1, 0)] 

    The employee table is linked to a Metrics Field and pulls the Employee Name, User Assignment and Current Role from the Employee Table. 
    This is also linked to a development log and pulls the Employee Name, User Assignment and Current Role from the Employee Table. 

    I have tried updating user access to limit the view  by adjusting the access in the role and in the table but it doesnt seem to be working. 
    EX: The Development Log has the following Fields

    • User - Check 
      • User Formula 
      •  User()
    • Employee - Current User is this Person
      • Linked from Employee Table
      • [If(User()=[User Assignment], 1, 0)] 
    • Employee - User Assignment
      • Linked from Employee Table
      • Assigned User from list of Users
      • User Field
    • Employee-Current Role
      • Linked from Employee Table
      • Text - Multi Select drop down
    I have tried limiting the Access under User Access by doing a custom Filter
    • Employee- User Assignment is not equal to <other...> _curuser_
    • Employee - Current Role is not equal to Role#1
    • Employee - Current Role is not equal to Role#2
    • Employee - Current Role is not equal to Role#3
    I have also tried doing a report where it limits the access and taking away the ability to create new reports using the same filter

    What I end up getting is the fields related to the current role and user name/assignment will not show up in the report but the comments and all other fields will show up.   and I need them to not be available at all, as if they do not exist. 

    Any help is greatly appreciated :)





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    Amber Anderson
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  • 2.  RE: Blocking Users to seeing entries assigned to them & based on position

    Posted 18 days ago
    You should be able to set up a Custom Permission rule where

    [Current User is This Person] is equal to 1.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Blocking Users to seeing entries assigned to them & based on position

    Posted 18 days ago
    Sorry probably the opposite if they are to be blocked [Current User is This Person] is equal to 0.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------