cross application relationships

  • 0
  • 1
  • Question
  • Updated 1 year ago
  • Answered
Photo of Constance de Brun

Constance de Brun

  • 82 Points 75 badge 2x thumb

Posted 1 year ago

  • 0
  • 1
Photo of Chris

Chris

  • 4,430 Points 4k badge 2x thumb
Doable
Photo of Constance de Brun

Constance de Brun

  • 82 Points 75 badge 2x thumb
Trying again... it is not posting my question.

I've building a timesheet app. I want employees to bill their time to active cost centers. The cost centers exist as records in a financial management app I built in QuickBase. I've created the cross application relationship by granting permission in the financial management app (master). I've set the role in the master to custom permissions, view active cost centers only. My reference field in the timesheets app (detail) is a record picker. But it is showing ALL cost centers, not just the active ones. (I've tried testing in another role that doesn't have access to the master app; that's not it.)

Thanks!
Photo of Chris

Chris

  • 4,430 Points 4k badge 2x thumb
Switch from a record picker to an actual report filtered to show active cost centers. A record picker is not the way to go in this case.