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Cascade Modify role to a child table from parent table based on user field in parent table

  • 1.  Cascade Modify role to a child table from parent table based on user field in parent table

    Posted 07-27-2017 18:45
    Parent table 'Customer' with field 'Customer Representative.

    Child table 'Project'.

    Is there a way to only allow the customer representative to have access to projects where they are the customer representative in the Customer table?


  • 2.  RE: Cascade Modify role to a child table from parent table based on user field in parent table

    Posted 07-27-2017 18:51
    No problem. Set up a User field in the customer table called Customer Rep.

    Look that up down to the Projects table

    Then set up a Role called Customer Rep, and make a custom rule in Permissions to only be able to view projects where they are the customer rep. Ie, [Customer Rep] is the current user.

    I suggest that you give thought to if you just want this to be used as a report filter in case they need to help out another customer rep or if this is a hard lockout.


  • 3.  RE: Cascade Modify role to a child table from parent table based on user field in parent table

    Posted 07-27-2017 20:50
    Thanks, the lookup is what was missing!