Forum Discussion

Qrew Member

3 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 ...

roles and permissions

MarkShnier__You

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Qrew Legend

3 years ago

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
Qrew Member
3 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
  Qrew Legend
  3 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
    Qrew Member
    3 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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