Set record level access
Hi,
I have an issue i am grappling with on how to implement within Quickbase. The App is a high level project management app with multiple tasks.
Project record is the base record that contains details about the project. A project can have multiple tasks and each task can be performed by a different outsourced partner. They are not the ones creating these tasks. Tasks are pre-created and assgined to the respective partner company (assumption is there's max of one of two people from each partner company that'll have quickbase logins).
So far so good. I have been able to create template records that determine the partner companies the project tasks will be assigned to. With that logic i can easily control which partner company sees which task record using custom rule on the role.
Now my issue is with the parent project record itself. What method can i employ to limit the view of the project record to only the partner companies assigned in the task. At any given point in time there could be 10-12 partner companies working on any given project. Reverse relationship is really not an option as a partner company could be working on more than one task. Moreover not all tasks have pre-determined assgined company. Sometimes someone can manually assign a task or re-assign it.
Basically what i really need i think is a way for me to concatenate all partner ids and make it visible to the project record. I havent seen any native way of making this happen. Any ideas/thoughts on how i can make this happen ?
Thanks!
I have an issue i am grappling with on how to implement within Quickbase. The App is a high level project management app with multiple tasks.
Project record is the base record that contains details about the project. A project can have multiple tasks and each task can be performed by a different outsourced partner. They are not the ones creating these tasks. Tasks are pre-created and assgined to the respective partner company (assumption is there's max of one of two people from each partner company that'll have quickbase logins).
So far so good. I have been able to create template records that determine the partner companies the project tasks will be assigned to. With that logic i can easily control which partner company sees which task record using custom rule on the role.
Now my issue is with the parent project record itself. What method can i employ to limit the view of the project record to only the partner companies assigned in the task. At any given point in time there could be 10-12 partner companies working on any given project. Reverse relationship is really not an option as a partner company could be working on more than one task. Moreover not all tasks have pre-determined assgined company. Sometimes someone can manually assign a task or re-assign it.
Basically what i really need i think is a way for me to concatenate all partner ids and make it visible to the project record. I havent seen any native way of making this happen. Any ideas/thoughts on how i can make this happen ?
Thanks!
