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EmberKrumwied's avatar
EmberKrumwied
Qrew Captain
17 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...
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  • MarkShnier__You's avatar
    MarkShnier__You
    17 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.

EmberKrumwied's avatar
EmberKrumwied
Qrew Captain
17 days ago

So found the custom rule section and updated all my tables. Everything is working as expected except for 1 table. It is a connected table, does that make a difference? It does connect/relate to the parent record and the checkbox value is pulling down to the table. I updated the table access using the same custom rule, but the global search still returns the related record from that table regardless of the custom rule.

  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    17 days ago

    That seems quite impossible. Permissions are the foundation of Quickbase and have been around literally since the beginning of Quickbase so there cannot be a bug in them. I suggest you recheck your configurations.

    You should check whether or not you have users in multiple roles. If you have users in multiple roles then they get the most permission possible. Also double check to make sure that you connected table is not open to EOTI, Everyone On The Internet.