Thanks to any assistance / rationalizing on this!
Scenario: 1000 records, 50 users. Each user has 20 records assigned to them via email. Today I can either filter on that email condition (or I can create a slice with that filter, and have no other views to the records). This works perfectly - I can limit the user to only edit โtheirโ record.
Question: How do I create an โAll Recordsโ view that allows a user to see all 1000 records, but not edit any outside of the 20 assigned?
Ideally, we would have chunks of users who are not โassignedโ to an entry via email, but should have Read Only rights.
I feel like Iโm missing a configuration, any guidance is appreciated.
-B
Solved! Go to Solution.
Define each columnโs editable property to be if USERNAME()=[Assigned User]
Define each columnโs editable property to be if USERNAME()=[Assigned User]
This sounds exactly itโฆ when you say editable property, do you mean the โFormulaโ in a tableโs column view?
In each columns settings:
or, at the table level:
Click the chemistry looking icon to put a formula there to decide if and when it is editable. The formula must evaluate to TRUE (yes) or FALSE (no).
Woooowโฆthank you. Iโm embarrassed to admit how many times I scrolled right past that flask icon. I almost went back there thinking โthereโs no way thereโs an icon to the rightโ and yup, sure enough.
Thanks again, marking as the solution. This changes everythingโฆ I wasnโt missing a piece of the puzzle, it was half the box.
One more question regarding best practices if you donโt mind. Should I be setting this for all editable columns? Or can I set it FOR the whole table?
Iโm thinking I can set it for the whole tableโs formula in โAre updates allowed?โ but not sure how to fix the syntax of the sample to say โIf user matches email column, UPDATES ONLY, else read onlyโ
SWITCH(USEREMAIL(),
โuser1@mydomain.comโ, โUPDATES_ONLYโ,
โuser2@mydomain.comโ, โALL_CHANGESโ,
โREAD_ONLYโ)
Thanks!
EDIT: Going to try:
SWITCH(USEREMAIL(),
โ=[Email]โ, โUPDATES_ONLYโ,
โREAD_ONLYโ)
That sets what each user is allowed to do at the TABLE level. So, for example, if you have a certain subset of data that no one is allowed to touch but YOU, then it would be beneficial to change it, but you canโt access column data from here.
Understood, thanks! I think in summary - if I have a whole tableโs worth of editable columns, and I want to make sure the only people who can edit them matches the email listed in that record, I have to set the editable formula you originally posted for each individual column.
No big deal to do them separately, just wasnโt sure if there was a โFor this whole table, only allow editing on fields with edit set to ON if the email column matches useremail()โ formula field.
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