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JeffRohan's avatar
JeffRohan
Qrew Cadet
7 years ago

Record Picker configuration

There is a table relationship between Sections table and Table B, Sections is the parent or master.  In a Table B form there is a dropdown that the user can select Browse all sections and choose the parent Sections record.  I do not want users to be able to create new sections from the child table Table B.  Therefore, how do I remove the "Add New sections" button:

Relationships
roles and permissions

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  • CenterlineEngin's avatar
    CenterlineEngin
    Qrew Member
    7 years ago
    I have a very similar question so I'd like to build on this question rather than start a whole new one. I want to allow the user to add records to the parent table. I just don't want them doing it from the record picker embedded in an add/edit operation to a child record. Also, when "Add a new record" is selected from the record picker no prompt is made to create the new parent and the child record is saved with a value of "_other" in the related parent field. 
    • RobertScalise's avatar
      RobertScalise
      Qrew Cadet
      4 years ago
      I have the same desire. It is a process driven need, not permission based. I thought there used to be a checkbox on the reference field or reference field proxy that allowed you to turn off the option to "Create a Record" at the bottom of a dropdown.

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      Bob Scalise
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        4 years ago

        np, let the user add a record via Permissions, but in the user Interface, check the box to Hide the ADD button



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        Mark Shnier (YQC)
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  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    Users in Roles which do  not have permissions to add records, will not be offered the Add button.

    ie, set the Role permissions to  not allow ADD.
  • GauravSharma3's avatar
    GauravSharma3
    Qrew Commander
    7 years ago
    Hi Jeff,

    You can restrict them to add records in the master table. You can do so through the role settings.

    App Settings->Roles-> then, uncheck the add record option.



    Do let me know if you need any further help.

    Thanks,

    Gaurav
  • GauravSharma3's avatar
    GauravSharma3
    Qrew Commander
    7 years ago
    Ohh Mark! you have already given the answer when I was typing and I saw it when I saved my one.