Forum Discussion
MarkShnier__You
Qrew Champion
I was assuming that you were adding a document by launching off the task table. But if you want the Admins to be able to create a document of the documents table then set a form rule that
WHEN
Te user is in the role of administrator
ACTION
make editable related task
Also suggest that you make the field for a related task to be required on the form.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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WHEN
Te user is in the role of administrator
ACTION
make editable related task
Also suggest that you make the field for a related task to be required on the form.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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DianeSinawi1
2 years agoQrew Member
I can't make it a required field because Administrator role creates document records that are not related to tasks.
I tried the form rules, but if I make Task Title field read-only in form properties, and then set form rule to make that field editable for Administrator role only, its still not editable for Administrator role.
If I make the Task Title field editable in form properties and then set form rule to make that field read-only for other roles, the other roles are still able to edit that field.
I think our best option is to just make the field not editable for all roles. If our Administrator users need to create document record tied to a task, they can do it from within the task. If Administrator users are creating document records not tied to any task, then they don't need those fields anyways. This way, we can keep the other roles from editing a field that they should not.
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Diane Sinawi
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I tried the form rules, but if I make Task Title field read-only in form properties, and then set form rule to make that field editable for Administrator role only, its still not editable for Administrator role.
If I make the Task Title field editable in form properties and then set form rule to make that field read-only for other roles, the other roles are still able to edit that field.
I think our best option is to just make the field not editable for all roles. If our Administrator users need to create document record tied to a task, they can do it from within the task. If Administrator users are creating document records not tied to any task, then they don't need those fields anyways. This way, we can keep the other roles from editing a field that they should not.
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Diane Sinawi
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- DianeSinawi12 years agoQrew MemberBut I appreciate your suggestions, as some of them I would not have thought to try. Thank you!
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Diane Sinawi
------------------------------- MarkShnier__You2 years agoQrew ChampionI'm actually quite sure that if you made the field editable on the form and have the form rule, then it will only be editable for the admin .... :)
So you still may as well try that it it's just a click or two.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------- DianeSinawi12 years agoQrew MemberThat worked! I'm sorry, I didn't understand before, it seems counterintuitive to make the field editable and then again editable for Administrator via the rule.
Thank you so much for sticking with me! :)
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Diane Sinawi
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