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TonyDraisey's avatar
TonyDraisey
Qrew Member
2 days ago

Permissions - How can I keep my permissions as-is but allow for a specific field to be visible?

Hello,

Full context: We have a staff table that all employees have access to, but only to view their own information. We also have a PTO table with a calendar report that the team has access to, but because the permissions for the Staff table is set to "when user is 'User'" they are unable to see any of the related names for the PTO records (PTO table is a child table of Staff table).

Is there a way, or formula, to keep the same level of privacy on the Staff table whilst allowing the team to see just the related staff name for the PTO Records?

Thanks!

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2 Replies

  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    2 days ago

    Unfortunately, a snapshot field of a look up field seems to behave to respect the permissions of the look up field so that won't work. But we can kind of build our own snapshot. I suggest you make a text field called like [Employee name.] Which has a similar name to the real. [Employee name] field and then use both a form rule, (and I would back that up with a pipeline) that says when the record is saved and the [Employee name.] is not equal to the value in [Employee name], then change the value of [Employee name.] to the value in the field [employee name].

    You can initialize that frozen field by doing another look up of the employee name and then change the field type from being a look up field to just a text field. That's a quick way to populate all your existing records.