Automations/user Roles
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 ...
Forum Discussion
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?
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Thanks in advance,
Jennifer Paschal
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Thanks in advance,
Jennifer Paschal
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MarkShnier__You
Qrew Legend
Qrew LegendDo 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?
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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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
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- 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) & leave Save as Draft checkbox unchecked = Review (correct)
When I test as TSM (Manager) & check the Save as Draft checkbox = Review (incorrect)
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Thanks in advance,
Jennifer Paschal
------------------------------- MarkShnier__YouAre 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?
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Yes, the rules are the same as I posted.
I disabled the first two and tested the third as a TSM (checkbox = check ie save as a draft) and it, correctly, saved as Draft that time.
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Thanks in advance,
Jennifer Paschal
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