Filter Report Based on User Role
Hi there, I'm still relatively new to Quick Base, but I was wondering if there is a way to filter a report based on the user role. We have two different levels of staff - Reviewers and Team Leads, a...
Forum Discussion
Chiming into an old thread for future people searching for similar solutions. Building on Mark's posts, I have a table with a couple dozen user guides. Some user guides are for general audiences, some restricted to admins etc.
Created a multi-text selection field where the options were <Role ID # > - <Role Name> eg 10 - Viewer. Then a checkbox formula field using this formula:
If(Contains(ToText([Role ID]),ToText(UserRoles("ID"))),true)It works to set the report filters to where the checkbox formula is checked, but I prefer to set it at the table permission level with a custom rule on what users can view.
Don't know that I would go to this kind of trouble for a big table - but for small ones, really works nicely as a quick row-level security by user role workaround.
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Malcolm McDonald
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MalcolmMcDonald or MarkShnier__You I have a similar problem I am trying to solve. I must be missing a step above from both your instructions. I do not see a reference to the user field in either of your formulas.
In my app, we track bid opportunity records. The field "Owner" indicates the user who is responsible for the opportunity. The user selected in the Owner field can be one of two types of user roles: "Estimator - Project Takeoff" or "Estimator Technical Sales."
I need to create a report that returns opportunity records entered within a certain date range, but only if the Owner's user role is "Estimator - Project Takeoff."
How do I write my report formula so that the Owner's associated user role = Estimator - Project Takeoff, and filter my report by only those users?
In plain English, what I am trying to tell my report is this:
If the user in field "Owner" has the role "Estimator - Project Takeoff" then include that person's opportunities in my report.
Thank you!