Video library
Compliance4:00

Do Not Return list

Use linked location records and automations to remove access when a worker should not return to a site.

Operational question

How can a Do Not Return list change what a worker can see and claim?

Before Teambridge

A worker may still see jobs at a location where they should not return unless someone updates access manually.

After setup

A linked DNR field and automation remove the restricted location from the worker's available location list.

Setup you should understand

  • A Do Not Return field on Users
  • A Link to Object relationship to Locations
  • A workflow triggered when the DNR field changes
  • A mobile test user with location access

What to watch for

  • The DNR value is structured data, not a note
  • The automation updates available locations
  • The mobile app reflects access changes
  • DNR can be updated manually or by another workflow

Video takeaways

The main ideas to retain after watching

  • Link users to locations
  • Store DNR locations
  • Remove access automatically
  • Test mobile visibility

Related concepts

SchemasLink to ObjectWorkflowsMobile app