Forum Discussion

DavidKnight's avatar
DavidKnight
Qrew Trainee
8 years ago

Cascade Modify role to a child table from parent table based on user field in parent table

Parent table 'Customer' with field 'Customer Representative.

Child table 'Project'.

Is there a way to only allow the customer representative to have access to projects where they are the customer representative in the Customer table?
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    8 years ago
    No problem. Set up a User field in the customer table called Customer Rep.

    Look that up down to the Projects table

    Then set up a Role called Customer Rep, and make a custom rule in Permissions to only be able to view projects where they are the customer rep. Ie, [Customer Rep] is the current user.

    I suggest that you give thought to if you just want this to be used as a report filter in case they need to help out another customer rep or if this is a hard lockout.