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Hello to the community,

I have a form dedicated to archiving interactions with prospects. In this form, I select a "company" (which calls the company table) and I select a "contact" (which calls the contacts table).

My wish is as follows: when a company is selected, I want the results displayed in the "contact" field to be only the contacts who work there. Currently, all contacts are displayed and appear in the drop-down menu, which wastes time.

The contact/company association is well performed in my tables, but I don't see an option that allows me to limit the fields to be displayed according to a selection in the airtable form creation tool.

Any ideas?

Thanks in advance,
Damien

Hello Damien,

I do not think that you can achieve that in an Airtable form (it may be possible with Fillout, but I am not sure)

One way to ease the process is to set the contact table primary key field as a formula to concatenate contact name and company name, for example:

Then, when calling the field "contact_id" in a form, you have the possibility to search on the company name and hence reduce the list of possible contacts to this company:

regards,

Pascal

 

 

Thanks Pascal, 

Too bad Airtable doesn't allow this type of search in forms natively.

I'm going to try this solution, which seems to meet my needs.

Thanks again for your help,

Damien

If the companies in Tab A are linked to contacts in Tab B, and you have a form in Tab C where you use these fields, you can set a condition on the linked contact field in Tab C by using "Filter record selection by a condition."

Add a dynamic condition that the company field in the contacts table (Tab B, which you are referencing in this linked field) must match the company field in your current table (Tab C).

This way, when you select a company in your form (linked to Tab A), the contact field (linked to Tab 😎 will only display contacts associated with that selected company.

You can find more (and no doubt better) info via this support page. 

That's exactly what I wanted, thank you.
The dynamic filter was well hidden 🙂

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