Create a form rule which compares current user with a value in an unrelated record

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There are two unrelated tables in this problem: Services and Personnel. Well, they are related but not in a useful way.

First the Personnels; each Personnel is assigned one Quickbase user. That is, there's a user field in each Personnel record which is used to make this assignment.

Now, the Services. I'd like to have a form rule showing/hiding a section of a form in my Services table, based on whether a checkbox is checked in a Personnel record which is unrelated to the form (checkbox field is "Eligible for Sales Commissions"). 

So, for example, user Steve has the checkbox checked. So when user Steve goes to any Service, he sees the Sales Commission part of the form. Note that I can't solve this problem with roles because not everyone assigned a certain role is eligible for sales commissions.

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Jonathan Heuer

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Posted 3 years ago

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here is what I recommend.

Make the key field of the Personel table be the userid.
On the services table make a field called current user with a formula of


That will always have he value if the userid of the current user.

Then make a relationship between the tables based on that [Current User] field, and lookup the Commisison checkbox to use in your form rules.