File Attachments, Documents, Fields
I'm trying to figure out a script to copy files from table that are associated with a certain description to the other table that is linked to said description. I already have an automation set to co...
Forum Discussion
Would there be a way to make that link available to only the user that it is assigned to ? I work for in insurance sales so the app I'm building is for the backend to put in the lead inventory and "assign" them to agents. The lead inventory would be the files, and the files can only be viewed by the agents they are assigned to for security reasons. I'm sorry I'm awful as describing things.
------------------------------
Workingforagents
------------------------------
------------------------------
Workingforagents
------------------------------
MarkShnier__You
Qrew Legend
Qrew LegendYes, the link is a formula, so it can have an IF Statement in the formula to only show the formula for users in certain Roles or the user assigned to that record.
for example
URLRoot() & "up/" & [_DBID_PROJECTS] & "/a/r" & [Related project] & "/e30/v0"
The above formula would be a link to the most current (version 0) file attachment stored in field ID# 30 on the record ID# of [Related Project] in the Projects table.
I suggest that you get that working first and then work on a IF to limit to where the user is Aassigned to the record.
You can also make use of the new UserRoles() function to detect what Roles the Current User is in, so that higher level Roles are unrestricted.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------
for example
URLRoot() & "up/" & [_DBID_PROJECTS] & "/a/r" & [Related project] & "/e30/v0"
The above formula would be a link to the most current (version 0) file attachment stored in field ID# 30 on the record ID# of [Related Project] in the Projects table.
I suggest that you get that working first and then work on a IF to limit to where the user is Aassigned to the record.
You can also make use of the new UserRoles() function to detect what Roles the Current User is in, so that higher level Roles are unrestricted.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------
- How would this formula work for each new record? Each record will probably have more than 1 attachment and each one will be assigned to different people ( with no user access) . I see where I can email a record and set it to "open access" for the file but since I'm still in my free trial period I can't test it out to make sure it works the way I need it to
------------------------------
Workingforagents
------------------------------- MarkShnier__YouThe other type of answer in this thread is for really advanced developers, who are real programmers. It's sounds like that is not where you are at and it's also not the approach I would personally take to solving Quick Base issues. I prefer clean quick native solutions.
if you describe your proposed tables and there relationships I can offer more advice. If you plan to have separate file attachments I suggest that they be in a child table as opposed to multiple attachments on one record.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------- Your link actually worked perfectly! It took me a minute to get my head wrapped around it but once I did and then copied across my action. What I'm currently working on is changing the link to match the fields of the other file attachments ( I have more than one for each record).
------------------------------
Workingforagents
------------------------------