KatherineOakey
5 years agoQrew Member
Questions on forms and editing from a report
I have a report which currently is the only object on my role's Home Page. This report contains data from both a parent and the table being reported.
When I am testing, I can see that if I click the 'pen' or 'eye' on the left I see one form. It is basically the same form I see if I click one of the individual row columns in the report.
The exception is when, for a specific row, I click one of the columns from the parent table. When I click that parent column value, I get a form from the parent table (probably a duh, but making sure). I would really like to allow only viewing of the parent table column value and not allow the role to be able to click/update it at all. Can I do that? I have set the parent table to 'view only' when managing the Role, but I would rather not let them get to the parent table form at all.
I am also making an assumption that the form that a Role sees when updating a table is specified by the form for that table when when I am in Settings > Table-name > Forms > See how different roles use these forms, correct?
I think slowly wrapping my head around how QB navigates reports and forms :)
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Katherine Oakey
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When I am testing, I can see that if I click the 'pen' or 'eye' on the left I see one form. It is basically the same form I see if I click one of the individual row columns in the report.
The exception is when, for a specific row, I click one of the columns from the parent table. When I click that parent column value, I get a form from the parent table (probably a duh, but making sure). I would really like to allow only viewing of the parent table column value and not allow the role to be able to click/update it at all. Can I do that? I have set the parent table to 'view only' when managing the Role, but I would rather not let them get to the parent table form at all.
I am also making an assumption that the form that a Role sees when updating a table is specified by the form for that table when when I am in Settings > Table-name > Forms > See how different roles use these forms, correct?
I think slowly wrapping my head around how QB navigates reports and forms :)
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Katherine Oakey
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