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cross application relationships

  • 1.  cross application relationships

    Posted 03-23-2018 15:26


  • 2.  RE: cross application relationships

    Posted 03-23-2018 15:28
    Doable


  • 3.  RE: cross application relationships

    Posted 03-23-2018 15:36
    Trying again... it is not posting my question.

    I've building a timesheet app. I want employees to bill their time to active cost centers. The cost centers exist as records in a financial management app I built in QuickBase. I've created the cross application relationship by granting permission in the financial management app (master). I've set the role in the master to custom permissions, view active cost centers only. My reference field in the timesheets app (detail) is a record picker. But it is showing ALL cost centers, not just the active ones. (I've tried testing in another role that doesn't have access to the master app; that's not it.)

    Thanks!


  • 4.  RE: cross application relationships

    Posted 03-23-2018 15:38
    Switch from a record picker to an actual report filtered to show active cost centers. A record picker is not the way to go in this case.