Automations/user Roles

Question

Hello,My application needs to accept records in two different statuses "Draft" and "Review". I have a check box that the user can select to have the record save as a draft (using an automation to say whenever a record is added and check box is checked, set status to Draft). I am doing the same for Review - whenever a record is added and save as draft is not checked - set status to Review.This was working well but now the business case has changed. Now, based on user roles, the record should save as a Draft automatically OR they user should have the option. The two user roles are Submitter and Manager. If a user in the Submitter role adds a record, the record should always come in as a Draft.If a user in the Manager role adds a record, they should have the option to save as a draft. Any ideas on how to accomplish this? My automations no longer work since the Submitter does not have access to the check box, they will always come in as unchecked which previously meant set status to Review.------------------------------Thanks in advance,Jennifer Paschal------------------------------

markshnier__you · Answer

One choice is to kill the Automaton and rely on Form Rules. Firm Rules can see the User Role easily.

You will need two form Rules.

Rule #1
When the user is not in the Role Manager, make Read only Status.

Rule #2
When the multiple conditions are true

When
The user is not in the role Manager
The Status is blank

Action
Change Status to Draft

and then remember to uncheck the check box at the very bottom so the rule fires all the time.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------

jenniferpaschal · Answer

​I turned off the automations and added rule 2 from above and 2 additional rules for the manager (shown below). The status field is always read only to the user so I did not include that rule. When I tested as the Submitter and added a record the status is blank. Any idea what went wrong?

------------------------------Thanks in advance,Jennifer Paschal------------------------------

markshnier__you · Answer

Do you have any pink form rule warnings. The 2nd Rule in your screen shot should work for the Role Submitter. I don't see anything wrong with it.
As a debugging idea, if you temporarily disable the other rules and just leave that rule for the Submitter, does it work OK?

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------

jenniferpaschal · Answer

​Do not have any form rules! I turned off the rules and turned them back on again to make sure. Tested in each role:When I test as Submitter = Draft (correct)When I test as TSM (Manager) &amp; leave Save as Draft checkbox unchecked = Review (correct)When I test as TSM (Manager) &amp; check the Save as Draft checkbox = Review (incorrect)------------------------------Thanks in advance,Jennifer Paschal------------------------------

markshnier__you · Answer

Are your three rules the same now as when you posted them on this thread?What happens if you disable the first two Form Rules and leave the third enabled and test in the Role TSM?------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

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Automations/user Roles

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