Rules that fire for users in different roles

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.

When you create a condition based on the user, you tell Quick Base 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:

Example:

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:

When:

The user

Is in the role

Manager

For my rule's action, I should select:

Action:

Make editable

Approved

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

Related Topics:

 

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