Forum Discussion

Qrew Member

3 years ago

Fields not populating from parent table for certain roles with View permissions

Hi, I have a form in a table "Documents". It has some fields that pull from a parent table "Tasks". In the Document form, the Associated Task field is multiple choice, with other Task lookup fields ...

roles and permissions

MarkShnier__You

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Qrew Legend

I suggest simply making the field for the related task on the documents FORM Properties be set to read only.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Qrew Member

3 years ago

If I set Related Task to View, nothing pulls through. If I instead set Task Title field ('Associated Task' is the custom label for this field), which is the proxy for Related Task, to View, it works but the Associated Task (Task Title) field is editable, which we don't want.

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Diane Sinawi
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MarkShnier__You
Qrew Legend
3 years ago
Don't set it to View permissions. Just adjust the Form Properties for the field to be "Read Only".

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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- DianeSinawi1
  Qrew Member
  3 years ago
  If I do that, then Administrator role cannot select a task within Document record if adding new Document from within Document table instead of from a task, which we need to be able to do.
  
  It sounds like our options are either lose ability for Administrator role to select task in Document record or give other roles that ability?
  
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  Diane Sinawi
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  - MarkShnier__You
    Qrew Legend
    3 years ago
    I was assuming that you were adding a document by launching off the task table. But if you want the Admins to be able to create a document of the documents table then set a form rule that
    WHEN
    Te user is in the role of administrator
    ACTION
    make editable related task
    
    Also suggest that you make the field for a related task to be required on the form.
    
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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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