Dashboard Help
I have a table that has several supervisors and each of those supervisors has employees. The dashboard is set up to view that table and a few reports off that table. The supervisors are set up as user...
Forum Discussion
I have a team lead role. The user name is in the table as the team lead unique ID. I have a custom rule for the role. What am I doing wrong?
You would set up a role called supervisors can only see their own employees and put in a custom rule that says that the supervisors are allowed to view and perhaps allowed to modify employees where the supervisor user ID is the current user.
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Katherine Park
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You would set up a role called supervisors can only see their own employees and put in a custom rule that says that the supervisors are allowed to view and perhaps allowed to modify employees where the supervisor user ID is the current user.
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Katherine Park
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MarkShnier__You
Qrew Legend
Qrew LegendDo you have a userid field type. What field type is TL ID. If it is a user field then it should offer you up the choice to filter on current user (as a drop down choice), but if not you can make a formula user field called [Current User] with a formula of
User()
and filter on that.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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User()
and filter on that.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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- I GOT IT! THANK YOU!
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Katherine Park
------------------------------ - AHHHH ok so the type of field needs to be a userid field. The TL ID is their user ID. But I think the field type is something else. I will go look at that!
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Katherine Park
------------------------------- When I changed the field to a User type field (it was text) it made the Id's in quotations "A123456" Is that what it is supposed to do?
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Katherine Park
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