Populate field through lookup in a relationship to help permissions
HI,
I am trying to limit access to records in an app depending on a territory field and if a user (from Roles table) is assigned to that territory. The idea being is we just need to update the roles table with new starters or the territory summary if we create a new territory to update the records. I am then using a formula such as If(UserToName(User())=[Full Name], 1, 0) to see if the logged in user is assigned to the territory and if so allow access to view and edit the record
I have a few different tables in an app and have a a 1 to many relationship set up from the record table to the territory Table where I am trying to look up the district from the main table in the Territory table to then pull in some of the details.
Join clause
The look up is set up so I can only see the relevant record from the drop down by I cant figure out how I can get this to populate in rather than having to go to every record and manual click in the field and then save the record. I think I need to do a revers relationship but I am not sure how to do this and the settings needed to get the population. Also wondering if there is a better way to do the permissions.
Thank you
I am trying to limit access to records in an app depending on a territory field and if a user (from Roles table) is assigned to that territory. The idea being is we just need to update the roles table with new starters or the territory summary if we create a new territory to update the records. I am then using a formula such as If(UserToName(User())=[Full Name], 1, 0) to see if the logged in user is assigned to the territory and if so allow access to view and edit the record
I have a few different tables in an app and have a a 1 to many relationship set up from the record table to the territory Table where I am trying to look up the district from the main table in the Territory table to then pull in some of the details.
Join clause
The look up is set up so I can only see the relevant record from the drop down by I cant figure out how I can get this to populate in rather than having to go to every record and manual click in the field and then save the record. I think I need to do a revers relationship but I am not sure how to do this and the settings needed to get the population. Also wondering if there is a better way to do the permissions.
Thank you
