Custom Rule Example

This topic refers to functionality that is not available to accounts on the Quick Base Essential plan. If the functionality described here does not match what you're seeing in Quick Base, your account is probably on this plan.

Imagine that you're working in a project management application and you want to edit a role so that users can edit only those records assigned to them which are not closed. To set this up, you need to edit the existing role and apply a custom rule.

To create a custom rule:
  1. Choose Users from the Table bar, then click Manage Roles on the Page bar.

  2. Click the name of the role that you want to change.

  3. Click the Permissions tab.

  4. Locate the table for which you want to set the rule and select Custom Rule from the dropdown in the table's Modify column.
    For this example, you can select the Task table.

  5. From the Select a field list, select Assigned to.

  6. From the list of operators in the second column, select is the current user.

  7. Move the pointer over the field you specified and click the plus sign icon that appears.

    A new line appears, with another field.

  8. From the Select a field list in the second row, select Status.

  9. From the list of operators in the second column, select is not equal to.

  10. From the dropdown in the third column, select Completed

  11. Click Save.

If a user with this role opens any report, the user can modify only those records that match the specified criteria.

Note: Custom rules are not persistent. If you define a custom rule and then switch to another permission level, your custom rule settings disappear. You can't "switch back" to the custom rule you previously defined. You must define the custom rule again.

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