Role behavior issues
My app has a few different role, the main ones being admin and business. as of now the admin role is behaving exactly how i would expect it to, (i.e., records are read only based on certain flags) but the business role (the one the actually users will use) is not behaving the same way as it is allowing edits. I dont have any form rules at the role level, the tables used have no restrictions on which fields to modify. How can i get the business role to behave the same as admin so records are read only based on certain flags?
Manage Users, but Hide Admin Role
In most of my applications, I have a set group of dedicated folks that can grant access when needed to various individuals. I recently discovered by viewing another person's app that they had the manage users option available to everyone, but you could only change it to the role you were in or below (the Admin role was hidden). I can't seem to figure out how to set this up and they don't remember how it was set that way. I can allow folks to manage users, or not manage users, I don't see a way to customize this. Any tips?
Minimum role permission level needed to toggle/adjust notifications
Is there a way to give permission to users who are not app administrators to create and update notifications? I'd like to have my future-anticipated team be able to create and manage notifications, however it seems that my current end users who have nearly universal access to my app but are not administrators can not get to that section. If it's not possible, I'd love to suggest that to be incorporated if possible since it would not interfere with the app's architecture in any way!
Managing user permissions with multiple roles
I have a table for submitting and approving change requests. My table has a submitter role and multiple user roles (one for each approval function so that their access is limited to modifying only the appropriate field). Due to some complex approval requirements, different request types have different approval requirements, so when the form is submitted, a form rule changes the status of certain approvers to "not required." In order for this rule to work, the submitter role needs modify access to the approval fields. That works fine except for the few cases where someone in one of the approval roles also has a submitter role. In this case, the access permissions "overlap" and these users have access to change every field. Does anyone have suggestions on how to manage this? I've tried having different forms for different roles, but again the overlap between roles prevents this from being a workable solution. Thanks in advance! ChuckInvoice Routing
Tried a few searches but not quite sure how to describe my desire in just a few words. What I'd like to find out if it is possible would be to build an application for the tracking and routing of invoices. I know I can build tables and pipelines to functionally achieve this but the part I'm not sure how to do is to design the app so that when a user receives an email, indicating they have an invoice to review, to build in the ability for them to indicate somehow in that email their response. We are currently using a SharePoint Power Automate workflow but it seems to run into issues and I am the only one that knows how to investigate and fix those flows. The email provides basic information in the body, includes the original invoice as an attachment and then gives them the option to Approve or Reject from right in the email. For the majority of our invoice approvers they never actually visit our SP site, their interactions are solely through the approval emails they receive. Once they've selected their response the flow continues on to create an "approval page" and then merges that page with the original invoice. Post merge it is forwarded to a specific accountant for payment. I've been trying to migrate our solutions to various QuickBase apps as it has proven easier for non-technical persons to use and manage. Just wondering if a similar set up could be built in QB so that users wouldn't have to log into QB to respond to invoice approval requests. Thanks ------------------------------ Ember ------------------------------
Limit access to only records pertaining to particular user
I am importing transaction data that includes the account holder name and want to limit the view in the table to only records corresponding to their user accounts. EG, QB user [email protected] can only see records with account name JOHN SMITH. Suggestions? ------------------------------ Tom Griffin ------------------------------Delete parent record... ???
Good morning. In a relationship there is table A(parents) and table B (childs) . Since my beginnings in quickbase I have question... ¿Why does quickbase allow you to delete records from table A regardless of whether it has a related child in table B? Marcelo Benavides Torres ------------------------------ Marcelo Benavides ------------------------------Delete parent record... ???
Good morning. In a relationship there is table A(parents) and table B (childs) . Since my beginnings in quickbase I have question... ¿Why does quickbase allow you to delete records from table A regardless of whether it has a related child in table B? Marcelo Benavides Torres ------------------------------ Marcelo Benavides ------------------------------
What is the default home page for a user with more than one role in a application?
Hi All, Whenever I assign two different roles for a particular user(Access via Individual) the lower-priority role's home page is displayed as a home page for the user. I override the role between Admin and Viewer(The roles are QuickBase default roles, the permissions are also set as default, and admin is set as the default role for my application). But according to the QuickBase help guide, the higher priority role's home page should be displayed as a home page for the user. But when I override the lower priority role's home page is displayed as a home page for the user. What is the expected behavior here? Reorder Role Priorities Quickbase Help remove preview Reorder Role Priorities Roles determine what a user can see and do inside an application. But what happens when roles collide? It's possible for a user to have multiple roles within the same application. For example, say a user belongs to two groups, and you've granted both groups access to your application but with different roles. View this on Quickbase Help > ------------------------------ Amir Sohel ------------------------------
