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hheckert's avatar
hheckert
Qrew Trainee
15 days ago

Role behavior issues

My app has a few different role, the main ones being admin and business. as of now the admin role is behaving exactly how i would expect it to, (i.e., records are read only based on certain flags) but the business role (the one the actually users will use) is not behaving the same way as it is allowing edits. I dont have any form rules at the role level, the tables used have no restrictions on which fields to modify. How can i get the business role to behave the same as admin so records are read only based on certain flags?

roles and permissions

4 Replies

  • Denin's avatar
    Denin
    Qrew Captain
    15 days ago

    What do you mean by records are read based on certain flags? Like do you want only certain conditions to allow a specific user to be able to read the record?

    If so, it's possible you can go to the role settings.

    Go to the Users page in the app, and then click Manage Roles in the top right. It shows a list of roles, and click the business role. Then you can change the options in the view column to custom, and set the conditions when the given role is allowed to view records.

     

    • hheckert's avatar
      hheckert
      Qrew Trainee
      15 days ago

      if the record is in a ready for review status then it should be read only, so no edits at all, UNLESS the field SUM - Updates is greater than 0. if SUM - Updates is greater than 0 and the record status is ready for review, then edits are allowed. 

      This process is working as expected under the admin role but not under the business role

      • Denin's avatar
        Denin
        Qrew Captain
        15 days ago

        No problem, you can definitely do this. I'm guessing if a record is ready for review, then it has a status field saying as much. If you go to the role settings, maybe check Admin first it may already have custom permissions and you can just copy exactly what's there and apply it to the business role. If not, you can simply change the view permissions to custom and input rules as you described above. It should be straightforward.