How to configure global app search
We have a request to limit what records certain users can see. Our viewer role is directed to a Viewer dashboard where all the objects (reports, buttons, charts, etc.) point to specific reports where certain parent records are filtered out based on a checkbox on the record. I have hidden ALL tables from the viewer role so their only access to the system is via the viewer dashboard.
All works as expected, EXCEPT for the global search box. The "hidden" records are not showing on the viewer dashboard reports but if they use the global search box they CAN access those records.
Is there a way to configure the global search box to respect the user role or is there some other/better way I should use to effectively hide certain records both from reports and charts but also the global search box?
Thanks
Quickbase permissions as set in the Role are "all seeing an all powerful". Quite remarkable that literally on every click QuickBase evaluating permissions before it does anything.
I suggest that you take that check box field and look it up down to any child tables that you want to control and then for the Roles which need to be limited you Edit them to have a Custom Rule as to for which records they can view.
So like any other click in Quickbase the global search bar will evaluate permissions before displaying results.