Filtered tables and search
Hi Quickbase community:
I posted many times recently because I was on a trial period for my organization. We may eventually go with quickbase, but for the moment are on pause with that process...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendFor your question first question, there will be no problem. The system treats each user separately and each will see what hey are supposed to see if you have the report filtered correctly.
When you are on the Table Home page, you can control what report is used by Role. If do not specify a report then what is called the default report will show and that has no filters on it. But it is your choice as to which report to use for the table homepage report and you can actually set that globally for all users or you can send it individually by role. So I presume what the problem is is that you have not set any report for the table homepage therefore all users will see our records.
To set the Table Home Page report, go to the table home page and then click "Customize his page."
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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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When you are on the Table Home page, you can control what report is used by Role. If do not specify a report then what is called the default report will show and that has no filters on it. But it is your choice as to which report to use for the table homepage report and you can actually set that globally for all users or you can send it individually by role. So I presume what the problem is is that you have not set any report for the table homepage therefore all users will see our records.
To set the Table Home Page report, go to the table home page and then click "Customize his page."
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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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- Mark:
Thanks for that about the 1st question. There's a lot riding on that IsCurrentUser field and would be bad if that broke the whole thing!
Re: the second part. That's exactly it: I set up the role that he was testing to have a Table Home page to show a report that was filtered based on that user's location. So show the customer if IsAtCurrentUsersLocation = 1 then show the Customer -- everyone else was filtered out. BUT from what he said, when he used the search box on that page with the report as set up, he indicated he was seeing Customers from other locations in addition to Customers from the current location. Do you think that was what was happening? Or is that not really possible?
Thanks
Dave
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Dave Halter
------------------------------- MarkShnier__YouIts not possible. The box on top of a report is a filter box, not a search box. It only make the results of a report smaller, not larger.
But its easy enough to test. You can click near your name at the top right and so a test as User. You can impersonate any user (for viewing but not actually making edits).
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Okay. Thanks much..
I wonder if it was a problem when I put a search box on the app home page. That might have been the problem rather than on the table home page.
In which case I either need to remove the search box from the time page or figure out how to limit that one. Either of those is a possible solution.
Thanks again,
Dave
