only view fields if use is in given field
So I work for a real estate company and there are multiple agents listed on a transaction record. Each agent can't see the other's information which is listed in the transaction. I want to be able to ...
Forum Discussion
Thank you Mark!
Unfortunately I misspoke. The Agent is not in the "role" of agent 1, but is listed in the Transaction record Field called Agent 1.
So I can't restrict with the form rules.
Also, each agent can sometimes be agent 1 or agent 2, it just depends on the transaction.
Sorry for the misstep, but I'm crossing my fingers that you still have a solution for me!
Thank you again-
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Karah Weber
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MarkShnier__You
Qrew Legend
Qrew LegendOk, well still no problem.
"When agent 1 is the current user then show or hide"
Of course this assumes that these agent fields are user fields.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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To add on to Marks solution - if the fields they each see are totally different, consider making 2 sections named Agent 1 and Agent 2 and putting the relevant fields in each.
Then simply hide each section using Marks advice. I find this much easier than parsing through a dozen fields and making sure I am hiding and showing the right ones.
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Mike Tamoush
------------------------------- Good idea Mike, I will do that when I'm editing the formatting.
Mark, here is a picture of what I'm seeing on the dynamic form rules. I don't see where I can make the rule for "Agent 1 is current user".
Is the rule supposed to be made somewhere else?
Thank you!
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Karah Weber
------------------------------If I remember correctly you need to 'trick' QB a little for this one. Make a formula user field called [Current User] with the formula User()
Then in your dynamic formula select is equal to 'the value in the field' [Current User].
In fact, when I do this I usually say, multiple conditions:
Condition 1: Agent 1 user is the value in the field, [Current Uder]
OR
Condition 2: The user is in the roll administrator.
This way, I as the admin get to see both sections. I find it helpful not to hide things from myself, but others want it to look clean for themselves as well, so a bit subjective.
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Mike Tamoush
------------------------------- MarkShnier__YouYes, I agree with Mike. Not sure why that option is not always offered up natively.
But having said that, I just did a test and it actually defaulted to offer that choice <the current user> . can you tell me the field type for that field? Is it a User field type?
Maybe it is a List User field type?
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Mark Shnier (YQC)
mark.shnier@gmail.com
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