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Record Owner Form Rule or Formula?

  • 1.  Record Owner Form Rule or Formula?

    Posted 08-16-2017 17:12

    I am currently trying to setup the following as a form rule:
    If Record Owner is equal to "x" role, and another field contains "x", then show this checkbox.

    The issue I'm running into is that Record Owner is not allowing me to select from a specific user role.  I am thinking this may need to be converted into a formula in order for it to work in the rule?  So far, my efforts have been unsuccessful.

    If anyone has any suggestions as to how I can make this work, it would be greatly appreciated.

    Thank you!

  • 2.  RE: Record Owner Form Rule or Formula?

    Posted 08-16-2017 17:16
    I don't think that is supported.  You may have a form rule when 
    The user  is in the role xxxx

    But I do not believe you can key a form rule off the Role of a user in a field.

  • 3.  RE: Record Owner Form Rule or Formula?

    Posted 08-17-2017 02:42
    What we've done is set up an Employees table, and each record has a User field. We also have another field for their business role (not necessarily the same as their QB access role). I also have a single-record table called Parameters that holds all of my system variables. The current logged-in user can be related to this through a Related Current Employee formula text field where the formula is simply User(). So I have the email address and the business role of the current user and can incorporate in formula fields and dynamic form rules.