Forum Discussion

Qrew Captain

8 days ago

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...

Dashboards

MarkShnier__You
8 days ago
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.

MarkShnier__You

Qrew Legend

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.

EmberKrumwied

Qrew Captain

8 days ago

I think I understand. I did already do as you suggested and carried the Hide checkbox value down to all children tables (needed to do that to filter some of the displayed reports). I'll take a look at the Roles and see if I can figure out how to create a Custom Rule that will then respect that checkbox value.

Thanks