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How can I set Permissions for a Role to be able to view only Master records which have related Details records that are "connected" to me?

1. Create a new Summary field in the Master table. See "Creating a Summary Field."
https://www.quickbase.com/help/default.html#create_summary_field.html

Choose option for "The number of <Details> related to that <Master>"

Set the optional Matching Criteria to "Only summarize records where the following is true in <Detail>":

February 5th, 2009 - 6:02 PM
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When creating multiple custom access rules for a role, all conditions must be met. Is there a way to specify an OR instead of AND when creating access rules?

There are two workarounds for this - depending upon what you want to do.

SCENARIO ONE: OR conditions are in the same field.

Say you want one person to see all records where the status is "on hold" OR is "Open." Tackle this within a single access rule. To do so, create a rule.

Within the first dropdown select the Status field.

In the second dropdown select "is".

February 5th, 2009 - 6:02 PM
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Why do some users see more Reports than their Role allows them to?

When you set up a Role, you can limit the reports that are available to users on that role. If however, you have "activated" or given access to the role "Everyone on the Internet," your users will see the "superset" of all reports available to their Role as well as the Everyone on the Internet role.

February 5th, 2009 - 6:02 PM
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How do I allow users to change the owner of a record without giving them administrative rights to the application?

When you edit a role, you can allow users in that role to change ownership of records in a particular table by placing a check mark in the column labeled "Edit Field Properties" for that table.

February 5th, 2009 - 6:02 PM
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