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Access Issues

  • April 16, 2025
  • 0 replies
  • 434 views

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I have a 1 app - and 1 table. there are 5 users
all the users have access to all the fields on the form on the table to view or edit the fields in the own record. So permission is view and modify all fields. and record level restriction is where owner is the logged in user. There is record level resctriction so user 1 cannot see user 2 records.
i want to make a report where all the users can view all the records 5 particular fields. but cant view or modify the record of other users.
However i want to create a visibility report to show all records from today to all the users but only a few limited fields. I have created the report, disable view and edit to the records and given all records access to the user. But the problem is if the user 1 will do advance search randomly, they can view all records from default search results. If I restrict that then no user will be able to open the records from the search which will be a blocker. how do i get past this ?

if i restrict field level then they wont be able to enter or modify their own records as well. so cant do that. how to achieve this?

Best answer by MarkShnierYou

My suggestion is to create a Connected Sync Table where you bring across just those 5 open unrestricted fields.  Its very easy to set that up and set it to refresh hourly during the day time working hours.  Open up access to all users.

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  • Qrew Cadet
  • April 16, 2025

With out reviewing the application, I believe that you need to create tightly controlled dashboards that have reports that will allow the Users access to only the data allowed for their role.

Disable the Advanced Search

Dashboard reports filter on Record Owner = User

One daily report which shows all the records but there is no View or Edit ability.

Hide all tables from the Users disabling the ability to run or create custom reports.

You are creating a very tightly controlled experience  for the Users.

 

 


MarkShnierYou
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My suggestion is to create a Connected Sync Table where you bring across just those 5 open unrestricted fields.  Its very easy to set that up and set it to refresh hourly during the day time working hours.  Open up access to all users.


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  • Qrew Cadet
  • April 16, 2025

Does that hold all records for all time?    


EstherLaVielle
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Hi Sona! I see you posted on the discussion page. If the suggestions Sam made in Office hours and from Don and Mark don't work, I would recommend to open a support case with our team so you can tell them what you are working on and what solutions you've tried. Here's more info on how to do this to reach support who are available M-F from 7am to 8pm EST: https://helpv2.quickbase.com/hc/en-us/articles/4570259530644-Get-help-from-Quickbase-Technical-Support