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Question

Can the selections from a multiple choice Text field be narrowed based on logged in user's role?

  • Jul 5, 2017 10:33 PM UTC
  • 0 replies
  • 98 views
I have a Tasks table with a field called Task Name set as a Text - Multiple Choice field. In the Users section I have defined two different Roles. When a User clicks on the Task Name field to select a choice, I want them to only be able to see tasks that apply to their Role and not a huge list.
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      I have asked the same question before, and have been told that is not an option. Not sure whether the QB team has updated it in any way recently. But, I agree. This will be a useful option to have.
      • MCFNeil
      • Qrew Corporal
      • Jul 6, 2017 11:32 AM UTC
      You will want to create a "Task Options" table.

      Connect it to your "Task" table, where each Option has many Tasks.  

      Then you have essentially created your options dropdown. 
      Each Option will need to be its own record, but here is where you adjust the 'visibility'.

      On the Options table, you will want a 2nd field called "role".  Then have a multiple choice for your 2 roles.  Create all the Options with the appropriate role assignment.

      Then in the Roles & Permissions setting for those two roles, make the view option a custom rule, to only show when the field 'role' matches 'x'.

      Now you have dropdown that is filtered by roles.

      Cheers,
      Matthew, how does this work when a user views a record which someone else in another Role has entered.  I would be concerned that the drop down would be blank when viewed.
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