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Dropdown Based on Role

  • 1.  Dropdown Based on Role

    Posted 02-03-2020 16:39


    I am hoping someone might know a more efficient way to solve the problem I have.

    I have a request table where you select a request type from a lookup dropdown field.
    Request 1
    Request 2
    Request 3
    Request 4

    I want Role A to only be able to select Request 1 and 2, but also be able to see 4. I want Role B to only select Request 2 and 3, but also see 4. And I want Role C to see all requests (administrator). Task 4 will be selected based on an automation that will create a request, but I do not want it to clutter the selection list as it should only be selected based on the automation.

    The best solution I have come up with is to have 2 lookup fields that feed into a formula field. The lookup fields would only show in Add/Edit and the formula field will show up in View. The formula field will also be the field used for reports/charts/graphs to summarize the data. My plan is to have Lookup B only show for Role C via dynamic form rule and to have Lookup A only show for Roles A and B. There will also be 2 forms, one for Role A and one for Role B (maybe 3 forms if I need one for Role C), so I can assign a different Report to Lookup A based on Role.

    Does anyone know of a simpler solution that I am not thinking of?

    Thank you!

    Curtis Middleton

  • 2.  RE: Dropdown Based on Role

    Posted 02-03-2020 16:49
    I have had that ugly problem in the past.  I think your solution is the only one i know of.

    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach