[SOLVED] Limit linked record selection to a view

I would love for there to be a way to filter out the options that appear when linking a record. For example, if I have a table for monthly events and a separate table for RSVPs (with a form view to RSVP), I would want to be able to link to an event record to associate that person’s RSVP with that event. But if an event has passed, it will still show up in list of available records to link, both in the grid view and form view. I would love to be able to filter by a checkbox (event completed) or filter by a date field (everything today or in the future).

Thanks!

I would say that this is my most important requested feature. @Katherine_Duh any chance you can let us know if this is on the roadmap – either linked records from views or conditional/filtered linked records?

I would like to have a Jobs Table, where I can log jobs I have done for my clients.

I have a list of clients, some of which are not active.

I want to be able to select a client on the Jobs Table, but only display the “Active” clients.

How can I do this? I’ve played around with rollups, functions, arrays, and I can’t get anything to work. Ideas?

There’s no way of filtering linking fields in Airtable at the moment - although it has been requested by a lot of us.

I’d like to add something to the debate - if filtered lists are implemented, the implementation needs to take into account that you would still need to be able to see existing records’ values which may be linked to records which are filtered out for new records… (I hope this makes sense)

+1 Airtables felt like the perfect solution until I discovered it wasn’t able to filter the values in a linked field or lookup field. Really hoping a solution is added soon.

I’ll add my voice to this request, and also second Julian’s emphasis on being able to retain records which were created with records which have since been made inactive - that would be crucial.

If you sort the default view for the [client] table by {active}, you can at least move all the active clients to the top of the list. (Presumably, you could apply a secondary sort by client name or some other logical order, as well.) Doesn’t protect you from incorrectly linking to an inactive client — although you can create an error-checking and warning field to watch for and report such an error — but it does making it less likely, and it avoids the irritation of paging through intermingled active and inactive customers.

+1 Another use case. I have a look-up on an appointments table linked to the service table, The service table contains prices for each service. If I want to change prices of items, I want to be able to set old service prices to inactive and filter them out of the drop down look-up on the appointments table so the wrong services/prices don’t get selected.

Is there a place where we can see the development roadmap?

+1 from me too! I work at a nonprofit and am saving a TON of time by having donors enter information directly into our database. One of the linked fields they choose is “Event” and I’d love to not list our old, inactive events in that list…

Curious why this hasn’t been done yet?? Seems like a rather easy feature and would end up saving time and data as less info is passed based on filtering criteria…

I would also benefit immensely from this feature.

+1 We are evaluating using Airtable. Considering the power of the software, I’m surprised it doesn’t already have this capability. We might not be able to use it for our purposes without it.

+1 for this please! There are countless scenarios where this would help. Especially as an admin, the more I can streamline the processes in my base, the better the adoption for my team.

+1 from me too!

Right now I have a table that allows you to select a species; Canine, Equine, Feline and Other. I then have a list all the Canine, Equine and Feline Breeds. I don’t have any idea how to accomplish this without filtering based on the species. This is a blocker as I don’t want variations of the breeds entered into the base.

Thanks,
Erica

+1. Just ran into this trying to allow a linked record to choose from a subset of a table of people.

This is a must ---- A easy way is use a LINK TO ANOTHER VIEW ----

You guys must be kidding it isn’t available yet. Airtable is inclined way more towards an online spreadsheet than an online database. I’m evaluating the system for a serious research data collection and control, but I’m unable to manage even a small recipe cookbook without this feature.

Although in the PRO version we have “More colors and styling options”. Wow. Thanks!

+1 here as well. I’m wondering why there isn’t a way to have the formulas access fields in other tables (i.e., like Excel can access cells in other worksheets).

Also looking for a way to apply a signup functionality in an Airtable Form. Has anyone found a way to make this work?

Ideally, once a person (or specified number of people) selects a shift from a dropdown, then future people would not be able to sign up for that shift. It seems like this could be linked somehow with a field that indicates the number of available slots. Once that limit is reached one of the options in the dropdown would disappear.

Lets do this. No brainer - shirley.

Link to view

Blocks are nice, no doubt. But this is the nitty-gritty where I was hoping Airtable would iterate faster.

Read only link: https://airtable.com/invite/l?inviteId=inv3WFtNVNtL3nYJr&inviteToken=19b5b1c02f9aa80fe0efc08a2b20814238ef7f80c3a5fb5527a10da8e425bff9

I’m using Link to another record to provide a pick-list of Child Skills for measurement. These Skills are age-dependent where they are only measured where the Child age-in-months is in range for the Skill being measured.

For example: [Skill Being Imaginative, age-months-min, age-months-max]

Pretends that one object represents another, 16, 26
Uses movement to express feelings, 30, 50

Where for a Child aged 20 months only Row #1 may be selected/picked.
Where for a Child aged 30 months only Row #2 may be selected/picked.

Are there any native Airtable functions that can achieve this type of range test against a Link to another record? Are there any Integrations that could help provide this function?

Any and all ideas appreciated.

Thanks,
Nick

You can’t filter available records in Linked Record fields: Linked Records Filter Options.

Also, I can’t think on an integration to do it.

This is a very important feature to me as well. For instance, I’m using the Timer block to add timesheets and I add a task to each timesheet. When I go to select the task to add to the timesheet, I don’t want to have to scroll through all of the completed tasks to get to the one I want to add. Hope this gets added soon!

Elias; thanks for the link in Linked Records Filter Options.
I hope @Jacob_L is taking this back as a feature request via an earlier direct email support request. Fingers crossed this has some serious consideration.

Nick

I’m looking for the same feature. I link an account (required) and a contact (optional) to an opportunity. I’d like to only see contacts from the previously selected account when entering the contact.

Thanks,
Mike