Forum Discussion

MikeKlausing's avatar
MikeKlausing
Qrew Assistant Captain
6 years ago

permissions/access to group specific information

I have 20 or more users that may or may not be part of the same dealer. I am trying to make sure salesman for particular dealers only see that dealers quotes.  in my dealers table I have users,  and...
roles and permissions
MikeKlausing's avatar
MikeKlausing
Qrew Assistant Captain
6 years ago
Mark, 

Luckily I have most of this completed already where I have a dealers (users) table and the key field is the user. 
My field Im using to associate them is "dealer name" which would be like a branch name. 
On my quotes table I do have a formula user field that shows the current user (user()) and it is looking up "dealer name" in this case User Klausing, Mike and Dealer name "ESC" is showing on my quotes table. 

From here I am not able to get the report filter to come out like I expected. 
I can put Dealer name is equal to...but I don't understand the field it should be equal to. 
I need users like myself, and a few others to see Dealer name Elgin service centers quotes in the example below. 


Here is my users table: 


------Original Message------

I think that this recent thread should answer your question.

https://community.quickbase.com/communities/community-home/digestviewer/viewthread?MessageKey=f8516f7f-0b32-4ab3-9502-4647638c855e&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer#bmf8516f7f-0b32-4ab3-9502-4647638c855e

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
The filter for a report would be where

[Dealer name] is equal to the value in the field [Current User- Dealer name lookup].

If you want this to be a hard Permission setting, then you will need to make a checkbox field to calculate if that is true and then hook a Permission custom rule on that field being checked.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------
  • MikeKlausing's avatar
    MikeKlausing
    Qrew Assistant Captain
    6 years ago
    Thank you, that seems to work perfectly for me and it definitely helps me “maintain my current level of sanity”

    Much appreciated.

    ------Original Message------

    The filter for a report would be where

    [Dealer name] is equal to the value in the field [Current User- Dealer name lookup].

    If you want this to be a hard Permission setting, then you will need to make a checkbox field to calculate if that is true and then hook a Permission custom rule on that field being checked.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------