Rules that fire for users in different roles

When you create a condition based on the user, you tell Quickbase that you want to trigger a form action based on the role of the user editing the form. You can hide or show fields to users in (or not in) a particular role; you can also choose whether to make fields required or editable for users in certain roles.

Operators for the user

When basing a condition on the user's role, you can choose either of these operators:

  • Is in the role

  • Is not in the role


On a form used to manage projects, I want to ensure that only users in the Manager role are able to edit the Approved field.

For my rule's condition, I should select:


The user

Is in the role


For my rule's action, I should select:


Make editable


Otherwise, when the user is not in the role Manager, make read-only Approved.

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