With guidance from the QuickBase support team, I was able to very easily accomplish the scenario above in approx 30 minutes (including testing time). I was overthinking the process.
- I set up a checkbox on the intake form for the Requestor to confirm when the Project Intake form was complete. Form properties hide this field once it has been checked and changes the "Ready for Review" checkboxes for the Business and IT Reviewers.
- On Role Permissions for the Table, I set conditional add/edit for the Requestor to be able to add a new record and edit the intake fields only provided that the Project was owned by the User, still in New Request Status and the "Intake form is complete?" checkbox was not checked. Thereafter the Requestor only has View Access (to the entire record).
I was rather impressed with how easy this was to accomplish. I appreciate native QuickBase functionality more and more every day.
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Annetta Coleman
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