Forum Discussion

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

Users are not in multiple roles. Where would I confirm if the connected table is open to EOTI?

I did see an option to exclude that table from the global search. When I selected that box and then tested the app as the viewer role, I am now not seeing any records. Yay! Not having that connected table not included in global search isn't an issue, so that option worked. Still curious why all other tables where excluded and the connected one wasn't...

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

    It is unlikely but possible that you have unknowingly opened up that sync table to everyone on the Internet. But if you go to your list of users and literally see if there is a user called "everyone on the Internet" then you would know if you may have opened up your app to everyone on the Internet for certain tables