My app has a few different role, the main ones being admin and business. as of now the admin role is behaving exactly how i would expect it to, (i.e., records are read only based on certain flags) but the business role (the one the actually users will use) is not behaving the same way as it is allowing edits. I dont have any form rules at the role level, the tables used have no restrictions on which fields to modify. How can i get the business role to behave the same as admin so records are read only based on certain flags?
Question
Role behavior issues
+3
+11What do you mean by records are read based on certain flags? Like do you want only certain conditions to allow a specific user to be able to read the record?
If so, it's possible you can go to the role settings.
Go to the Users page in the app, and then click Manage Roles in the top right. It shows a list of roles, and click the business role. Then you can change the options in the view column to custom, and set the conditions when the given role is allowed to view records.
+9Permissions are set per role and per table, so whatever is locking records for Admin has to be set up on the Business role too. It doesn't carry over.
Go to Users > Manage Roles, open Business, and select the Permissions tab. Find the table and look at the Modify column. If it says All Records, that's why Business can edit everything.
Change Modify to Custom Rule and add the same flag conditions, for example Locked is not checked, or Status is not equal to Approved. Users in that role can then only edit records that match the rule, and the rest are read only for them.
Open the Admin role's Permissions tab first so you can see exactly which rule is there, then recreate it on Business.
Denin's tip is the View column, which controls which records a role can see. For read-only based on a flag, you want the Modify column.
https://help.quickbase.com/docs/configure-permissions-for-roles
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