Thanks so much for the response. Was thinking of using a custom rule for the table I want to limit the records to for that role. Example: When Warehouse = "California" and department = "Shipping". This would limit the California Shipping Superivor role to only records that have those values correct?
Brian
As far as I know a Custom Data rule on the table does not change what people can view
https://helpv2.quickbase.com/hc/en-us/articles/4570135620884
As I read it, that will only impact adding and editing the records.
To change what people can see, you can use Reports or Form Rules. Form Rules do not interpret the title of a role. Having a role of California Shipping Manager does not let you reference any of the words like California or Shipping. So you would have to build a rule specific to each Role that show or hide an embedded report on the form.
So you could build Tabs for every role and then the form rule would show that Tab when the person is in that role.
