When I am viewing or editing the record in Admin Mode I can see the information in the embedded report. However when I am in the role of one the field associates I cannot see the associates name in the embedded report.
If I open the individual record in Admin Role I can see all fields.
But when I am in the Associates Role and click to view the record (open up the individual record) the associates name is not visible. but if I click edit the record then the name is visible.
Any suggestions where to start would be GREATLY APPRECIATED!
This is the embedded report in Admin Role where the associates name is visible
This is the same record, but viewed in the Field Associates Role
I obviously have some table relationship issue going on, but for the life of me I cannot find it
This is the main form
And the properties of the Field Associates Name (it is a formula text field).
If I open the individual record in Admin Role I can see all fields.
But when I am in the Associates Role and click to view the record (open up the individual record) the associates name is not visible. but if I click edit the record then the name is visible.
Any suggestions where to start would be GREATLY APPRECIATED!
This is the embedded report in Admin Role where the associates name is visible
This is the same record, but viewed in the Field Associates Role
I obviously have some table relationship issue going on, but for the life of me I cannot find it
This is the main form
And the properties of the Field Associates Name (it is a formula text field).
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710 Points
Posted 2 years ago
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4,430 Points
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710 Points
The report/table is visible it is just that one field is not visible and I cannot find the reason why.
I have set the table up with Custom Access, the field is there and available
All the reports are set for viewing
I have set the table up with Custom Access, the field is there and available
All the reports are set for viewing
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4,430 Points
In which role is the above view coming from?
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4,430 Points
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4,430 Points
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710 Points
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4,430 Points
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710 Points
If I go to customize the Travel Form/Associate Name Properties: 1) The "Restrict access by role" is unchecked 2) If I click the "Related Associate" link the "Restrict Access by role" is also unchecked
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4,430 Points
So, let's also look at the permissions for that role for all involved fields in the formula. Have you done that yet? If that role has restricted permissions in any field used in the formula, it will not work. Also, look at the form being used by that role. Does that role use a different form when editing and viewing a record? Or, if there is only one form being used for all roles, does a different report field display for that particular role? Look inside the form properties where all the fields used are shown. Is there more than just one report field?
QuickBasePros_IDS, Champion
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3,772 Points
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710 Points
Absolutely weird. I had a couple of fields in the associate table permissions marked as none (had nothing to do with the issue I was having). Removed those restrictions and rebuilt the pages and roles. Everything worked... Placed the restrictions back and no issue. Everything seems to be fine now...
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4,430 Points
Nooks and crannies... :)