Roles/Home Pages
Hello everyone! I finished building my first app and I am now starting to build roles/home pages. We have a need for 100 roles and 100 home pages. I'm thinking there must be a simpler way to do t...
Forum Discussion
The right way to do this is to have a table of users and their location. The Key field to that user should be the Userid field.
Then on any table where you need to control access you create a formula user field called [Current User] with a formula of
User()
That function will calculate to the current user. Then lookup the location down to the details table.
Then set up Role Permission with a Custom Rule for these users which are restricted by userid location. Maybe that would be a good name for the Role. "Restricted by userid location"
The Custom Rule would be where [location lookup] = location.
Then you just need 1 Role for those 100 users and 1 Dashboard and one set of those 5 reports.
Then on any table where you need to control access you create a formula user field called [Current User] with a formula of
User()
That function will calculate to the current user. Then lookup the location down to the details table.
Then set up Role Permission with a Custom Rule for these users which are restricted by userid location. Maybe that would be a good name for the Role. "Restricted by userid location"
The Custom Rule would be where [location lookup] = location.
Then you just need 1 Role for those 100 users and 1 Dashboard and one set of those 5 reports.
Thank you very much! I created the formula user field and it's pulling the user's name. Can you clarify one thing for me please?
"That function will calculate to the current user. Then lookup the location down to the details table."
How do I do this part? My apologies, still kind of new to this.
"That function will calculate to the current user. Then lookup the location down to the details table."
How do I do this part? My apologies, still kind of new to this.