Limit Projects Listed in Drop Down List
I have a table called Projects, with a child table called Project Tasks, and each Project can have multiple Project Tasks. Each Project can be set to have one or more users "working" on it (a field t...
Forum Discussion
Hi Graham,
Currently you are just limiting their view on the reports to those who are in that field. Do they typically have a need in other places to see data from other records (for example in summary reports that might be in use, via summary fields that show up on other tables, etc)? It is possible to go into the role that users are in and set the permissions for that role to restrict all users in that role to only seeing records where that user field contains them. Then instead of just having a report filter for the records they could see at the highest permissions level Quick Base would only be allowing them to see records (including in dropdowns like the ones you mentioned) they have access to for their role. This can be set table to table, though it only works if they don't need that data from the records they currently aren't seeing for other parts of your process.
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Evan Martinez
Community Marketing Manager
Quick Base
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Currently you are just limiting their view on the reports to those who are in that field. Do they typically have a need in other places to see data from other records (for example in summary reports that might be in use, via summary fields that show up on other tables, etc)? It is possible to go into the role that users are in and set the permissions for that role to restrict all users in that role to only seeing records where that user field contains them. Then instead of just having a report filter for the records they could see at the highest permissions level Quick Base would only be allowing them to see records (including in dropdowns like the ones you mentioned) they have access to for their role. This can be set table to table, though it only works if they don't need that data from the records they currently aren't seeing for other parts of your process.
------------------------------
Evan Martinez
Community Marketing Manager
Quick Base
------------------------------