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

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:

For my rule's action, I should select:

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

Related topics:

• Disabling a rule

• Deleting a rule

• Creating a timestamp with dynamic form rules

• About custom forms

• Creating custom forms

• Associating a custom form with reports and roles

• Editing a custom form

• Copying a custom form

• Deleting a custom form