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User Rules and Access

  • 1.  User Rules and Access

    Posted 04-19-2017 19:39
    I am trying to setup access for users to see assigned projects and think I am missing something...

    Here is what I have

    • I have two formula checkboxes in place for customer and branch
    • I have a user table with location of customer or branch and userid
    • I have 5 customer districts setup for access to their stores
    • I have the userid set as the key field on the user table
    • I have the lookups for location and company name and the relationship to the location table
    • I have the current user as the reference field on the relationship for the lookups
    • The fields are there as a lookup but not populating, not sure what I am missing

  • 2.  RE: User Rules and Access

    Posted 04-19-2017 19:58
    Did you remember to put the formula User() in the field [Current User]?

  • 3.  RE: User Rules and Access

    Posted 04-19-2017 20:00
    Joey had forgotten to add his primary login to the Users table his data was coming from.