Forum Discussion

JimHarrison's avatar
JimHarrison
Qrew Champion
8 years ago

Add 'role' to the username pop-up window

There are built in fields available in a table ( ie. Record Owner, Created By, Last Modified By) that display the user attributes when clicked-on or moused-over.

When these fields are visible in a record view (ie. form, report, table) one can mouse-over and see pop-up window details of the user data, namely Username, email address, status and Realm Status. Would like to see Role added to this pop-up. 

For example the information displayed on the page footer  'Created <date>. Owned by <username> . If you mouse-over or click the <username> a pop-up window appears with the user attributes for that user. 

We would like to add the 'Role' or 'Group' attribute to this pop-up window. Would be really nifty if only available to admin users, because we are not certain of affects to organization in exposing user roles.

Reason:

This information can aide developers to quickly view user role from any screen in QB.
App builders
Ask about Quickbase functionality
roles and permissions
  • CharlieMurawski's avatar
    CharlieMurawski
    Qrew Cadet
    8 years ago
    Unfortunately there's no easy way to get the user's role natively in QB. I played around with various API calls in my browser to perhaps derive the role via a button click on your form -- however getuserrole requires the userid which you need get userinfo for (supplying the email address, if available). So even if you were to write a script for that might not be 100% full proof.

    I did think of a workaround that might work for you however. How about making several form rules in your form for that table. The condition for all of them would be "when the record is added" -- since this isn't an option you would need to do something like "when date created is blank" or some other workaround for this (let me know if you need help with that).

    So with this condition you could make a form rule for every role:

    1) When the record is saved and date created = blank and user is in Role A: Change "Role Who Added the Record" to "Role A"
    2) When the record is saved and date created = blank and user is in Role B: Change "Role Who Added the Record" to "Role B"
    1) When the record is saved and date created = blank and user is in Role C: Change "Role Who Added the Record" to "Role C"

    "Role who added the record" would be a text field you would add to your table -- so basically any time someone adds the record the role is logged to a text field.Make sure you have "Fire "change" actions only when a condition changes from false to true" disabled.


    FYI this would only apply to the "record owner" field, as we're firing this on adding. You could make the same rules for editing as well if you wanted to track that via a separate field.

    Let me know how that works
  • JimHarrison's avatar
    JimHarrison
    Qrew Champion
    8 years ago
    Correct Michael! Feature requesting now. 

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