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Question

Record Picker configuration

  • February 26, 2018
  • 0 replies
  • 207 views

There is a table relationship between Sections table and Table B, Sections is the parent or master.  In a Table B form there is a dropdown that the user can select Browse all sections and choose the parent Sections record.  I do not want users to be able to create new sections from the child table Table B.  Therefore, how do I remove the "Add New sections" button:

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Users in Roles which do  not have permissions to add records, will not be offered the Add button.

ie, set the Role permissions to  not allow ADD.

  • Quickbase Alumni
  • February 26, 2018
Hi Jeff,

You can restrict them to add records in the master table. You can do so through the role settings.

App Settings->Roles-> then, uncheck the add record option.



Do let me know if you need any further help.

Thanks,

Gaurav

  • Quickbase Alumni
  • February 26, 2018
Ohh Mark! you have already given the answer when I was typing and I saw it when I saved my one.

I have a very similar question so I'd like to build on this question rather than start a whole new one. I want to allow the user to add records to the parent table. I just don't want them doing it from the record picker embedded in an add/edit operation to a child record. Also, when "Add a new record" is selected from the record picker no prompt is made to create the new parent and the child record is saved with a value of "_other" in the related parent field.