Using Test as Role versus App-wide Filters
The main table of my app is Clients. Clients is the parent to 10 tables. When a Client account is closed, there is a 'Closed' checkbox. I carry this checkbox to all my other tables and typically would...
Forum Discussion
If there is no value/reason why a user should be viewing Closed-Client child-related data; then perhaps a half-way solution is to lock down child-table record reporting to automatically exclude Closed-Client records at the Role level, so even if they forget to filter they will not see them; but leave the visibility in the Client table.
Another option in the Client table is to make the Closed Client more identifiable using a formula-field that displays the Client Name instead of the usual [Client Name] field; and when the client is closed to append text to the Client Name ie. (You can then choose whether to make the usual [Client Name] field reportable or not.
Client Name ** CLOSED **
Client Name
Client Name
This will help visually to remind them they have not filtered the Closed Clients.
You could give them role-switching permissions; but I do not think this is something most users will understand very well and could cause more frustration; especially if you make it a view-only role and suddenly they cannot edit anything.
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Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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Another option in the Client table is to make the Closed Client more identifiable using a formula-field that displays the Client Name instead of the usual [Client Name] field; and when the client is closed to append text to the Client Name ie. (You can then choose whether to make the usual [Client Name] field reportable or not.
Client Name ** CLOSED **
Client Name
Client Name
This will help visually to remind them they have not filtered the Closed Clients.
You could give them role-switching permissions; but I do not think this is something most users will understand very well and could cause more frustration; especially if you make it a view-only role and suddenly they cannot edit anything.
------------------------------
Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
------------------------------