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  • 1.  Is there a way to prevent a user from being able to click on linked fields in a report or form?

    Posted 08-12-2019 13:03
    I'm creating a customer portal and want them to be able to see reports from their dashboard and drill down to the report but I do not want them to be able to click on fields that are linked to display the detail records. Is there a way to do that without having to create separate "like" fields just for them that do not display as a link to detail records? I can set the role permissions on the fields to View Only but they are still able to click on the linked field and drill down.


  • 2.  RE: Is there a way to prevent a user from being able to click on linked fields in a report or form?

    Posted 08-12-2019 13:06
    Go to field properties->uncheck "Display as a link to the related record".

    Cheers


  • 3.  RE: Is there a way to prevent a user from being able to click on linked fields in a report or form?

    Posted 08-12-2019 13:06
    ... I don't think that there is a Role setting to prevent drilling down into a summary field, by Role, hence, mirror fields will be required. 


  • 4.  RE: Is there a way to prevent a user from being able to click on linked fields in a report or form?

    Posted 08-12-2019 13:09
    Can't uncheck "Display as a link..." as other users need to be able to drill down. Guess I'll have to create mirrored fields. QBase should make this an option. :)



  • 5.  RE: Is there a way to prevent a user from being able to click on linked fields in a report or form?

    Posted 08-12-2019 13:13
    I think I've solved my own issue - I've done this a long time ago: create a cross-application relationship and just have those fields and look-up fields from my main app and not linkable. Do you think this is an option?


  • 6.  RE: Is there a way to prevent a user from being able to click on linked fields in a report or form?

    Posted 08-12-2019 13:21
    Sorry, I'm not understanding your proposed solution.  How does this solve the issue of different behavior by Role and where does cross app come into this.  Are there multiple apps here?_


  • 7.  RE: Is there a way to prevent a user from being able to click on linked fields in a report or form?

    Posted 08-12-2019 13:28
    There is only one app now but I can build a 2nd one with just the fields I need.This application will just be for the client portal pulling in the fields I need and refreshing hourly and the client will have access to this app, not the main one. So it will be a QB to QB connected table. I've done it before for a different company years ago and it worked well. Just takes a bit to set up.


  • 8.  RE: Is there a way to prevent a user from being able to click on linked fields in a report or form?

    Posted 08-12-2019 13:47
    OK, I get it.  Sure, you can choose your poison so to speak.  But if this is an EOTI App, then I strongly recommend a separate app.


  • 9.  RE: Is there a way to prevent a user from being able to click on linked fields in a report or form?

    Posted 08-12-2019 13:54
    EOTI App?


  • 10.  RE: Is there a way to prevent a user from being able to click on linked fields in a report or form?

    Posted 08-12-2019 14:03
    Everyone On The Internet