Record Owner Form Rule or Formula?
Hello, I am currently trying to setup the following as a form rule: If Record Owner is equal to "x" role, and another field contains "x", then show this checkbox. The issue I'm running into is ...
Forum Discussion
What we've done is set up an Employees table, and each record has a User field. We also have another field for their business role (not necessarily the same as their QB access role). I also have a single-record table called Parameters that holds all of my system variables. The current logged-in user can be related to this through a Related Current Employee formula text field where the formula is simply User(). So I have the email address and the business role of the current user and can incorporate in formula fields and dynamic form rules.