Forum Discussion

BuildPro's avatar
BuildPro
Qrew Captain
10 months ago

FILTER REPORTS BASED ON USER LOGIN.2

Hi,

Here is my issue.

I have many reports that I would like to filter on [BP.PM] as the current user logged in.  In addition, I need other users to be able to see the entire report, when they are logged in, without the [BP.PM] filter.

Story...I have multiple Project Managers [BP.PM] so I only want them to see their assigned projects.  BUT, several other ROLES/USERS need to see the entire report. For example: Roles/Users that need to see entire report:

ADMIN, ANNETTE, GARRYD

Do I need a MASTER REPORT that does not filter on [BP.PM] in addition to the filtered [BP.PM] report?



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BuildPro
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4 Replies

  • One option is to use the UserRoles function. https://login.quickbase.com/db/6ewwzuuj?a=dr&rid=201&rl=e73  It returns the name and the number if all the Roles a user us in.

    You can make a formula checkbox field called [User is in a High Level Role?]

    var test MyRoles = ToText(UserRoles(""));

    Contains($MyRoles, "ADMIN")

    or

    Contains($MyRoles, "ANNETTE")

    or

    Contains($MyRoles, "GARRYD")

    then you can have a filter on the report that says,

    any

    [User is in a High Level Role?] Is checked

    or

    project manager is the current user  



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • BuildPro's avatar
      BuildPro
      Qrew Captain

      Mark,

      I am getting an error message when I paste your formula in my app.



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      BuildPro
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        change the word test to text



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