Imagine that you're working in a project management application and you want to edit a role so that users can edit only those records that have been assigned to them and which have not yet been marked "closed." To set this up, you'd need to edit the existing role and apply a custom rule.
To create this sample custom rule:
In the menu bar on any application page, select Customize > Roles.
Click the name of the role that you want to change.
Click the Permissions tab.
From the Modify drop-down list, select Custom Rule, and then click edit.
From the Select a field dropdown list, select Assigned to.
From the list of operators in the second column, select is the current user.
Hover the mouse over the field you've specified and click the plus sign icon that appears. A new line appears, allowing you to select another field..
From the Select a field dropdown in the second row, select Status.
From the list of operators in the second column, select is not.
From the drop-down list in the third column, select Closed from the drop-down list.
Click Accept Rule, and then click Save.
When a user in this role opens any report, QuickBase lets him modify only those records that match the specified criteria.