Conditional Formatting w/User Roles

[Jeff Dynes]

I am trying to use 2 different user roles in an "OR" function within a
conditional formatting function and my form will not allow this to occur. I
am trying to use a similar statement on dropdown lists, check boxes and text
boxes.

Under "Conditional Formatting" I select "Add" and then insert "User's
current role", "is not equal to" "Engineer" (one of my defined user roles),
click "And" and then change it to "Or", then I select "User's current role",
"is not equal to" "Designer" (another defined user role) and then select
either "disable Control" or "Read Only" depending on the type of control box.

If I only use 1 user role it will work fine but I am not able to use the
"OR" condition with 2 user roles.

I have also tried to create 2 separate formatting statement, one for
"Engineer" and one for "Designer" and it still does not work.

Anyone have any ideas for me?

 

[Swathi (GGK Tech)]

Hi,

You are using
User's current role is not equal to "Engineer†or User's current role is not
equal to “Designerâ€

And you have only two user roles. So the form will open either with the
Engineer role or Designer role. But you are disabling the control when it is
not equal to engineer or designer. So every time the condition will become
true. Because of that the control will be always disabled. Can you explain
what is your requirement?

 

[Jeff Dynes]

I want to limit the number of people who can enter information into the
fields I am constraining with the 'Disable Control' or 'Read Only' condition
when the person opening the form is not an 'Engineer' or a 'Designer.

I have other user roles I am using; 'Cert Controller', QA Engineer' and
'Manager', but I do not want those users to fill in the fields I am
constraining.

I am using the 'User's current role', 'is not equal to', 'Engineer' or
'Designer'. After I click 'ADD' in the conditional formatting window I am
trying to create 2 lines in the conditional formatting window. It is an "OR"
condition so that only an 'Engineer' or a 'Designer' can fill out those
fields.

 

[Barry Prentiss]

Jeff,
A logic problem...
Use 'Not Engineer AND Not Designer' to exclude engineers and designers (but
allow all other roles).
If you use 'Not Engineer OR Not Designer', then Engineers, Designers and
all other user roles are NOT excluded.
Engineer is Not a Designer, and Designer is Not an Engineer, so both are
allowed.
Barry

 

[Jeff Dynes]

Barry Prentiss,

Thanks for your response but I am not following your explanation.

I want only 'Engineer' & 'Designer' user roles to be able to use or have
full access to the fields. When I click and make the follow entry it does
not work.....

User's current role, is not equal to, Engineer, or
User's current role, is not equal to, Designer...

Disable function or Read Only; depending on the type of control which is
selected.

I would have thought that this would then allow only 'Engineer' and
'Designer to be able to access those fields.

 

[Barry Prentiss]

Hi Jeff,
To clarify, specifying Not Engineer allows access to all but engineers,
specifying Not Designer allows access to all but designers, so specifying
'all but engineers OR all but designers' allows access to all user roles.

To restrict access to Engineers and Designers only, disable access to all
other roles as follows:
[if] User Role is equal to 'Cert Controller'
OR User Role is equal to 'QA Engineer'
OR User Role is equal to 'Manager'
[then] disable access.

Barry