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SonaAdmin's avatar
SonaAdmin
Qrew Trainee
4 days ago
Solved

Access Issues

I have a 1 app - and 1 table. there are 5 users
all the users have access to all the fields on the form on the table to view or edit the fields in the own record. So permission is view and modify all fields. and record level restriction is where owner is the logged in user. There is record level resctriction so user 1 cannot see user 2 records.
i want to make a report where all the users can view all the records 5 particular fields. but cant view or modify the record of other users.
However i want to create a visibility report to show all records from today to all the users but only a few limited fields. I have created the report, disable view and edit to the records and given all records access to the user. But the problem is if the user 1 will do advance search randomly, they can view all records from default search results. If I restrict that then no user will be able to open the records from the search which will be a blocker. how do i get past this ?

if i restrict field level then they wont be able to enter or modify their own records as well. so cant do that. how to achieve this?

  • My suggestion is to create a Connected Sync Table where you bring across just those 5 open unrestricted fields.  Its very easy to set that up and set it to refresh hourly during the day time working hours.  Open up access to all users.

9 Replies

  • Hi Sona! I see you posted on the discussion page. If the suggestions Sam made in Office hours and from Don and Mark don't work, I would recommend to open a support case with our team so you can tell them what you are working on and what solutions you've tried. Here's more info on how to do this to reach support who are available M-F from 7am to 8pm EST: https://helpv2.quickbase.com/hc/en-us/articles/4570259530644-Get-help-from-Quickbase-Technical-Support

    • SonaAdmin's avatar
      SonaAdmin
      Qrew Trainee

      Thanks Esther. Yes it worked. Its the same what Mark said Sam also suggested. It solved the problem.

    • SonaAdmin's avatar
      SonaAdmin
      Qrew Trainee

      Thanks for all responses Don. Yes it gave me an option to get all records or filter basis some criteria so I got latest ones from record id.

  • My suggestion is to create a Connected Sync Table where you bring across just those 5 open unrestricted fields.  Its very easy to set that up and set it to refresh hourly during the day time working hours.  Open up access to all users.

    • SonaAdmin's avatar
      SonaAdmin
      Qrew Trainee

      This sounds good. i would need to setup only a limited few fields not all the fields from table. i can try it, can you pls suggest a link to the documentation to set it up

      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        To set up a connected table, you just go to the add table and then select a connected table and then select the source as Quickbase and navigate from there.  I suggest naming the connection to be the name of your app.

        If you only want users to see records created today, then you can include that in the filter by making a checkbox feild that would be true if the date created was today. Then use that as the Sync connection filter.  

        https://helpv2.quickbase.com/hc/en-us/articles/4570308461716-Creating-connected-tables

         

  • With out reviewing the application, I believe that you need to create tightly controlled dashboards that have reports that will allow the Users access to only the data allowed for their role.

    Disable the Advanced Search

    Dashboard reports filter on Record Owner = User

    One daily report which shows all the records but there is no View or Edit ability.

    Hide all tables from the Users disabling the ability to run or create custom reports.

    You are creating a very tightly controlled experience  for the Users.