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  • 1.  Limit access to only records pertaining to particular user

    Posted 19 days ago
    I am importing transaction data that includes the account holder name and want to limit the view in the table to only records corresponding to their user accounts. EG, QB user johnsmith@email.com can only see records with account name JOHN SMITH. Suggestions?

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    Tom Griffin
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  • 2.  RE: Limit access to only records pertaining to particular user

    Posted 19 days ago
    no problem, just make a formula checkbox field called perhaps [Sales Rep Allowed to see?] with the logic you want  and then set Custom Role Permissions for only view where [Sales Rep Allowed to see?] is checked.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 3.  RE: Limit access to only records pertaining to particular user

    Posted 18 days ago
    Thanks for the reply but I don't see how that will accomplish my goal which is to have each user see only the transactions with their name.
     Can you elaborate some?

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    Tom Griffin
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  • 4.  RE: Limit access to only records pertaining to particular user

    Posted 18 days ago
    OK, sorry, I was a bit light on details, huh? 
    Try this as a formula checkbox field type 

    Upper(UserToName(user()))= Upper([Account Name])

    That should work assuming that the name that the users have respectively registered within Quickbase does exactly match the spelling of their name in the [Account Name] field.  

    Post back if you have a problem.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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