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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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berserkathon
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12/30/11 2:42pm PST
Viewed by asker 02/06/12 9:39am PST

Issue with allowing everyone on the internet access to view a page with an embedded report in my Quickbase application

I have a Quickbase application with access restrictions for shared users within specific roles.  

However, I now have a need to embed a public-facing report in a custom page in my Quickbase application for anyone (non-registered QuickBase users) on the internet to view.  

Here is what I have done to this point:

  1. Created a role assigned to "everyone on the internet"
  2. Restricted this role to only have access to the one report I want visible without logging in.
  3. Created an html text page in my Quickbase application with the following code (I have removed DB and Table ID's for privacy)  http://www.pastie.org/3098412 
  4. Set this page as the default page for a this role created in step 1.

Everything works and displayes just fine when I am logged in under my account.  So there doesn't seem to be an obvious issue with the page code.

When I completely log out and try to access as as "everyone on the internet" user, I see the page and the embedded report like I do when I am logged in as a registered user except that I see no data in the report.  

My suspicion is that there is a role issue, but I have checked every field involved in the report and made sure that the role has access to view those fields and that the role has rights to see the report.

I am stumped.  So I am turning to the Quickbase community to help point me in the right direction here.  

Any help or feedback will be greatly appreciated!

 

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12/31/11 8:09am PST

Does the Role have permission to View the records needed for that report?

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01/03/12 11:49am PST

 Yes, the role has table and field permissions set to View.

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01/04/12 8:47am PST

Hello,

I'd be happy to take a quick look at your setup to see if I can identify the key to solve your issue.  Please feel free to contact me using my profile below.

Laura Hillier | http://community.intuit.com/me...

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 I am still having problems with this.

I have several roles set up with custom rules to to view only their company's records. Despite setting up the "Everyone on the internet" role to view only a very few fields, once I activate that role all my other roles now can see ALL other companies' records instead of just their own.  

Not only that, but the "everyone on the internet" role still can't see the report I am trying to show.

All I am really trying to do is make a custom dashboard that simply shows a report with the only the fields I want open to public viewers of the application.   I have removed access to all tables and all other options in the application.  In essence all they would be able to do is view the custom dashboard page with the report I set up for that role.

Anyone have advice on how to give access to a handful of fields in a table to everyone without breaking other roles in the process?

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