Cascade Modify role to a child table from parent table based on user field in parent table

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Parent table 'Customer' with field 'Customer Representative.

Child table 'Project'.

Is there a way to only allow the customer representative to have access to projects where they are the customer representative in the Customer table?
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David Knight

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Posted 1 year ago

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QuickBaseCoach App Dev./Training, Champion

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No problem. Set up a User field in the customer table called Customer Rep.

Look that up down to the Projects table

Then set up a Role called Customer Rep, and make a custom rule in Permissions to only be able to view projects where they are the customer rep. Ie, [Customer Rep] is the current user.

I suggest that you give thought to if you just want this to be used as a report filter in case they need to help out another customer rep or if this is a hard lockout.
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David Knight

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Thanks, the lookup is what was missing!