Forum Discussion

JuanCardona_Mor's avatar
JuanCardona_Mor
Qrew Member
3 years ago

Limit assignment of orders to one User

Hello

We're creating an sales order dispositioning tool and we ran into a problem.  We have a summary table with unassigned orders were multiple users can assign the same order to themselves. We would like to limit the dispositioning as the order is assigned to one user.

Appreciate any suggestions to solve for this issue.

------------------------------
Juan Cardona Morales
------------------------------

7 Replies

  • I am trying to understand the issue. Presumably this is a report that only consists of unassigned orders. Are you saying that two different users could have the same report on their screen and both grab the same order?

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
    • JuanCardona_Mor's avatar
      JuanCardona_Mor
      Qrew Member
      Hi Mark, Correct. Both users will have the same report with the same unassigned orders. We're trying to see if there's  way for them not to choose the same order at the same time.

      ------------------------------
      Juan Cardona Morales
      ------------------------------
      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        How to they "choose" the record.  Do they enter their name or userid into a field?

        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------