Forum Discussion

DianeSinawi1's avatar
DianeSinawi1
Qrew Member
2 years ago

Fields not populating from parent table for certain roles with View permissions

Hi,  I have a form in a table "Documents". It has some fields that pull from a parent table "Tasks". In the Document form, the Associated Task field is multiple choice, with other Task lookup fields ...
Form Rules
roles and permissions
MarkShnier__You's avatar
MarkShnier__You
Qrew Champion
I suggest simply making the field for the related task on the documents FORM Properties be set to read only.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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DianeSinawi1's avatar
DianeSinawi1
Qrew Member
2 years ago
If I set Related Task to View, nothing pulls through. If I instead set Task Title field ('Associated Task' is the custom label for this field), which is the proxy for Related Task, to View, it works but the Associated Task (Task Title) field is editable, which we don't want.


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Diane Sinawi
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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew Champion
    2 years ago
    Don't set it to View permissions.  Just adjust the Form Properties for the field to be "Read Only".

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • DianeSinawi1's avatar
      DianeSinawi1
      Qrew Member
      2 years ago
      If I do that, then Administrator role cannot select a task within Document record if adding new Document from within Document table instead of from a task, which we need to be able to do.

      It sounds like our options are either lose ability for Administrator role to select task in Document record or give other roles that ability?

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      Diane Sinawi
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      • MarkShnier__You's avatar
        MarkShnier__You
        Qrew Champion
        2 years ago
        I was assuming that you were adding a document by launching off the task table. But if you want the Admins to be able to create a document of the documents table then set a form rule that
        WHEN
        Te user is in the role of administrator
        ACTION
        make editable related task

        Also suggest that you make the field for a related task to be required on the form.

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        Mark Shnier (Your Quickbase Coach)
        mark.shnier@gmail.com
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