Skip to main content
Question

Update formula checkbox based on role


Forum|alt.badge.img
I need to check the role of a user adding or updating a record. If the user is in one of four roles, a checkbox needs to be checked the the record is saved. However, I am not able to find a Quickbase function to check the role of the user. I want to do this in a Formula Field, and not in the form rules, because it would need to be applied to multiple forms. I know that I can use the API_GetUserRole, however, I wanted to know if there was a native Quickbase option to check/find the user in a formula field. something like:
If(User is in Role = xx OR Role = yy, checkbox = true, "") 
This topic has been closed for replies.

Dynamic form rules recognize Roles.  Can you use a form rule?

  • Registered
  • April 25, 2017
Another way to do this is to create a "User" table, separate from the default, and assign roles there.  
It will have a 'User' field on the table, that is also the key field.
Then you create a formula relationship between that table, and any other table you'd like, and pull the role as a lookup.  Then you can use roles in formula to direct workflow beyond what the native solutions provide.  (i.e. User Role specific forms)