Forum Discussion

Qrew Member

3 years ago

Limit access to only records pertaining to particular user

I am importing transaction data that includes the account holder name and want to limit the view in the table to only records corresponding to their user accounts. EG, QB user johnsmith@email.com can ...

Formulas and functions

roles and permissions

MarkShnier__You

Qrew Legend

no problem, just make a formula checkbox field called perhaps [Sales Rep Allowed to see?] with the logic you want and then set Custom Role Permissions for only view where [Sales Rep Allowed to see?] is checked.

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

Qrew Member

3 years ago

Thanks for the reply but I don't see how that will accomplish my goal which is to have each user see only the transactions with their name.
Can you elaborate some?

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Tom Griffin
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MarkShnier__You
Qrew Legend
3 years ago
OK, sorry, I was a bit light on details, huh?
Try this as a formula checkbox field type

Upper(UserToName(user()))= Upper([Account Name])

That should work assuming that the name that the users have respectively registered within Quickbase does exactly match the spelling of their name in the [Account Name] field.

Post back if you have a problem.

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