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MatthewWolffe's avatar
MatthewWolffe
Qrew Member
23 days ago

Preventing User from creating Records under another person's ID

Hello, I have created a new App that will service multiple departments and a bunch of Users. The issue i am running into deals with the fact that not all users have individual QuicBase accounts. Older accounts use the company login ID as the QuickBase UserName. The newer accounts fall under an Enterprise license and they show up as the company email, not their ID when using a User field in QuickBase. During initial testing we did not realize this was going to be an issue. I created Form Rules that would check against the Current User and make sure the ID they selected matches on their entry Form. If it didn't match the Prevent Save would kick in. I was also able to use similar logic in Report criteria to limit records visible to the ones created specifically by that person. So now that we have broadened our testing participants we are seeing issues because some individuals show up as an email address when I am trying to compare back against the ID. I tried using the ToUser() on the email address in our Auditor Table and then modifying the Form Rule to be either condition. And still no luck allowing those email individuals to be able to create a record. 

I'm sure there is an easier way to do this, I just have no idea how. Everything I have come up with is not working. It's probably something easy that I am over thinking on. But if anyone has suggestions I am open to trying anything.  

If you have questions I can elaborate on or need more specific details comment below and I will do my best at explaining. 

Thanks in advance, and hopefully this will help others in the future. 

  • I'm not exactly sure what your question is but there are a couple of functions that might help you. 

    UserToName([my user field]) Will give you the users name as they have entered it themselves.

     

    UserToEmail([My User Field]) will give the asscociated with that userid.