How to configure global app search

Question

We have a request to limit what records certain users can see. Our viewer role is directed to a Viewer dashboard where all the objects (reports, buttons, charts, etc.) point to specific reports where certain parent records are filtered out based on a checkbox on the record. I have hidden ALL tables from the viewer role so their only access to the system is via the viewer dashboard.

All works as expected, EXCEPT for the global search box. The "hidden" records are not showing on the viewer dashboard reports but if they use the global search box they CAN access those records.

Is there a way to configure the global search box to respect the user role or is there some other/better way I should use to effectively hide certain records both from reports and charts but also the global search box?

Thanks

MarkShnierYou · Accepted Answer

Quickbase permissions as set in the Role are "all seeing an all powerful". Quite remarkable that literally on every click QuickBase evaluating permissions before it does anything.

I suggest that you take that check box field and look it up down to any child tables that you want to control and then for the Roles which need to be limited you Edit them to have a Custom Rule as to for which records they can view.

So like any other click in Quickbase the global search bar will evaluate permissions before displaying results.

EmberKrumwied · Answer

So found the custom rule section and updated all my tables. Everything is working as expected except for 1 table. It is a connected table, does that make a difference? It does connect/relate to the parent record and the checkbox value is pulling down to the table. I updated the table access using the same custom rule, but the global search still returns the related record from that table regardless of the custom rule.

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