KatherineOakey
4 years agoQrew Member
How does editable report 'know' which form to use for the edit
I think I'm being dense again but not sure I've tracked down the answer.
I have an editable report on my home page. I click the pencil for the row I want to edit and a form pops up.
IIRC it was suggested previously that I should have just one form and use custom role permissions field-by-field to control what different roles can see/update? Can I make a Dynamic Form Rule based on a role (haven't researched this).
But, is the recommendation to have one form used by multiple roles or one form per role?
When the row is selected for it, what specified the Form to use for update for that table?
Still researching on my end but want to make sure my research is in the right direction :)
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Katherine Oakey
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I have an editable report on my home page. I click the pencil for the row I want to edit and a form pops up.
IIRC it was suggested previously that I should have just one form and use custom role permissions field-by-field to control what different roles can see/update? Can I make a Dynamic Form Rule based on a role (haven't researched this).
But, is the recommendation to have one form used by multiple roles or one form per role?
When the row is selected for it, what specified the Form to use for update for that table?
Still researching on my end but want to make sure my research is in the right direction :)
------------------------------
Katherine Oakey
------------------------------