Forum Discussion

DianeSinawi1's avatar
DianeSinawi1
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 ...
Form Rules
roles and permissions
DianeSinawi1's avatar
DianeSinawi1
Qrew Member
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
Icon for Qrew Legend rankQrew 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's avatar
    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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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      3 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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      • DianeSinawi1's avatar
        DianeSinawi1
        Qrew Member
        3 years ago
        I can't make it a required field because Administrator role creates document records that are not related to tasks.

        I tried the form rules, but if I make Task Title field read-only in form properties, and then set form rule to make that field editable for Administrator role only, its still not editable for Administrator role.

        If I make the Task Title field editable in form properties and then set form rule to make that field read-only for other roles, the other roles are still able to edit that field.

        I think our best option is to just make the field not editable for all roles. If our Administrator users need to create document record tied to a task, they can do it from within the task. If Administrator users are creating document records not tied to any task, then they don't need those fields anyways. This way, we can keep the other roles from editing a field that they should not.

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        Diane Sinawi
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