Best Practises Guidance
Our organization has only been using Quickbase for almost a year. All of the tables and apps have been at the management level and it was very normal for everyone to see all data. We are now consi...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew Legendre: I suspect you all have a much easier, cleaner, and better way to do this.
Indeed there is a better way to do this with just 1 Role called perhaps Users lImited to their own Office.
Create a table called Limited Users. Set Key field to be a User field. As an aside, I think that you could populate this table by importing an excel sheet if email addresses.)
I assume that you have a table of Offices. Make a Relationship where One Office has Many Limited Users. Lookup the Office down to the Limited Users Table and call it [Limited User Office]
Then here is the magic.
On any table where you need to limit access, create a formula User field called [Current User]. The formula will be
User()
That formula will return the Userid of the Current User.
Then make a Relationship back to the Limited Users table based on that [Current User] field as the Many side of the relationship. Look up the Office.
Then make a formula checkbox field called [Limited User Allowed to View?] where the formula is
[Office] = [Limited User Office].
Create the Role called Limited Users see own Office, and limit access based on that checkbox field.
If the table has any children, you can just lookup that field [Limited User Allowed to View?] and use that lookup field in the Role Permissions without needing to set up that Relationship back to the Limited users table.
Let me know if you have any trouble setting this up and I'd be happy to jump on a quick screen sharing Zoom session to get this working with you "off the clock".
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Indeed there is a better way to do this with just 1 Role called perhaps Users lImited to their own Office.
Create a table called Limited Users. Set Key field to be a User field. As an aside, I think that you could populate this table by importing an excel sheet if email addresses.)
I assume that you have a table of Offices. Make a Relationship where One Office has Many Limited Users. Lookup the Office down to the Limited Users Table and call it [Limited User Office]
Then here is the magic.
On any table where you need to limit access, create a formula User field called [Current User]. The formula will be
User()
That formula will return the Userid of the Current User.
Then make a Relationship back to the Limited Users table based on that [Current User] field as the Many side of the relationship. Look up the Office.
Then make a formula checkbox field called [Limited User Allowed to View?] where the formula is
[Office] = [Limited User Office].
Create the Role called Limited Users see own Office, and limit access based on that checkbox field.
If the table has any children, you can just lookup that field [Limited User Allowed to View?] and use that lookup field in the Role Permissions without needing to set up that Relationship back to the Limited users table.
Let me know if you have any trouble setting this up and I'd be happy to jump on a quick screen sharing Zoom session to get this working with you "off the clock".
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
