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Dynamic Filtering in Form

  • November 13, 2024
  • 1 reply
  • 28 views
JBJ
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  • JBJ
  • Known Participant
Hi guys,
 
I'm building a CRM on Airtable. That CRM has a form to add new contacts. This form boasts 2 linked record fields: a `Contacts` field and a `Main Contact` field.
 
I would like the `Main Contact` field to be dynamically filtered so that it displays only the contacts that were previously added by the user in the `Contacts` field. I've been trying to get this, but with no luck. I don't think that's possible as of yet in Airtable. Do you confirm this?
 
I know I could execute this with Fillout, but I'm trying to stay within Airtable as much as possible.

Thanks.
 

 

1 reply

TheTimeSavingCo
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Hm yeah I don't think this is doable via a form; at that point the record data doesn't exist so you can't filter by anything.  If you've just got two linked fields and a record that already exists this works fine though:


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To get around this you can try creating a non-form Interface page instead (check out this thread), but you'd need to create a process for them to create the record first before going into this page, which might be awkward UX wise

Adam, Airtable Consultant - thetimesaving.company
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