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JoshCollins's avatar
JoshCollins
Qrew Assistant Captain
6 years ago

Permissions Blocking View Only Access to Child Table

Hey everyone!

I'm having trouble with getting some important data to populate in my app.

I am a home builder with independent offices in several regions. I have a "Regions" table in my app that has a field called "Users Who Access This Region."

That works well for being able to use a single report that is automatically filtered based on the User's Region when they are using the app (For instance, my Atlanta users can't see Charlotte projects even though they are both viewing the "Active Projects Report."  As the admin, I can see all Atlanta and Charlotte projects on the same report.) In other words, I don't have to create new reports for each region and then set up new home pages and defaults, etc.  

In addition to this, our central office handles billing and phone calls for all regions, so my office staff needs access to all regions.

This solution has been working great, but we just ran into one small issue.

In our Home Plans table (which is not filtered by region), there are fields that will aggregate and average data from every home plan we have built. So for instance, if we have built the Dover plan 10 times in Charlotte and 5 times in Atlanta, the fields will aggregate & average sale prices, cost to build, days on market, etc.  Those fields are pulling the data in from our Inventory table, which is basically our Master Table. The inventory table is filtered by Region.    

When I am logged in, I can see the data aggregated from all 15 builds because I have access to all regions.  However, when a Charlotte user is logged in, they can only see the 10 builds from Charlotte. When an Atlanta users is logged in, they can only see the 5 builds from Atlanta.

I understand why this is happening, but I don't want it to happen for the aggregated data. It's important for our regional users to have a large enough sample of data for them to understand what it costs to build a home, what that home may sell for, how long it took to sell, etc.  So the data from the other regions becomes very useful.

Is there a way for all users to see this aggregated data, despite the Regional filter?

Thanks!
  • One solution would be to do a Sync table of the projects with less restrictive Permissions and Summary report there of the Projects.  Hide the table from the Table Bar and only provide a summary report link on a dashboard to access the report.  Set the drill down access on the Summary report to to Block drill downs.