Limit Single Selecion Field While Maintaining Formatting
I have a decent sized based we’re using as a CRM. Every entry is tagged with a representative’s name in a single select field. Over time, some reps have come and gone, and I don’t want to have their names available to select for new enteries, but I don’t want to lose the data of who made previous entries. What I really wish I could do is toggle certain single select options on and off, but I don’t believe I can do that without losing the formatting that we have now, which is helpful. Anyone know a way around this? Screen shot below of what I’m trying to achieve. I do not want to use an interface to resolve this problem, as my team typically does not use interfaces that are built for them! Thanks for any advice you all might have!
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You can only do this with linked record fields. Convert that single select field into a linked record field, and choose the option to create a new table.
In your new table that you just created, you can add a new field where you can control which ones are “active” or “inactive”.
Then, back in your original table, you can filter the linked record field to only show you “active” options.
For further reference, you can check this other article to see how to apply conditions to the selection of linked records. Article shows a dynamic filter, but you can easily set up a static one, where status is “Active”.
Hope this helps!
We can’t do that with single select fields I’m afraid. As a workaround, you can use a linked field with a filtered conditional for this and I’ve set it up here for you as a reference:
Data:
Filter setup:
Options during selection:
Using a linked record instead of a single select is a better approach in your case.
It allows you to create a separate “Representatives” table where each rep can have an “Active/Inactive” status and other details. This way, you preserve historical data while still being able to filter out inactive reps when entering new records.
@ScottWorld @Mike_AutomaticN @TheTimeSavingCo @Taha-Jiruwala Thank you all very much for your thoughtful and quick replies! That gave my team and me exactly what we needed. I sincerely appreciate your time and willingness to share your expertise here. Hope you all have a nice weekend!
