[SOLVED] Limit linked record selection to a view

I’d like to see this too. 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.

+1 for this important feature that would be relatively simple to implement.

I have “active” and “inactive” students that change on a monthly basis and when I take attendance, I have to unnecessarily scroll through loads of “inactive” records.

+1 for linked record filtering too

I’m so disappointed that this feature is still not implemented. Seems so fundamental.

Looking for this feature as well.

It was mentioned above that it’s important to ensure this ability doesn’t complicate the UX. To my mind, this feature would be included in the options when you set up the field using the “Customize Field Type” dialog where first you select “Link to Another Record” and choose the table, you then have the current option to turn on selecting multiple records or link to a single record, and then underneath this you would find the ability to allow for both filtering and sorting of the records the link dialog will return, using a similar approach to the sorting/filtering method for views.

At the moment, I generally make the primary key field of the linked table a formula field and build a name for each record that combines several bits of data from the record, so that I can identify the correct one when I’m looking in the list on a form. In an airtable view you get more data below, but in the form it’s just the primary key, so this is often necessary when working with forms. I see from the responses above that this is quite a common approach already.

If we had the ability to sort or filter the data based on the primary key field, you would use the formula field to append data to the name, so that you could sort or filter what you want, eg - starting the name with a “YYYYMMDD” string derived from a date field for date order, “001”,“002” for some other kind of ordering. Filtering out records where the name contains words like “CANCELLED”, or “COMPLETED” would then reduce the records returned to only Active ones.

But perhaps you can go one stage further, and provide the ability to choose which field from the looked up table you want to display in the list (ie, not the primary key, but another field such as “Name”), and also be able to sort or filter the results based on an another field within the look up table?

So I could show only records where “Status” is “Active”, or “Due Date” is in the future, for example, while displaying customer names or addresses, for example.

Yes! This!

Add 1) filter and 2) sort and we are done here.

(And for bonus points add 3) the field that should be displayed).

As Chris demonstrated it is not a UI problem.

This thread is now two and a half years old. C’mon Airtable, you can do this!

Yes, this would be an excellent and powerful addition! Please, please, please!

The (B) option should be “simple” to implement, and seems elegant and Airtabley.

+1 for the linked records filtering

This feature would be helpful for us too - I’ve got a scenario where I have stores broken into regions - we pick the region on one table early on and then later pick which store will go with it - and ideally the user would only be able to pick stores that are in that region.

Please add this feature! My use case is in the entertainment industry for representation relationship of managers/agents and their clients.

This is the best possible solution for that problem.
+1 I really need this ASAP!
I’m sure that this misssing filter for linked data is the weakest point of Airtable. I do not understand why it was not solved during the last 2 years…?
It would be nice to see where is this “new feature” on Airtable development roadmap.

+1, pretty new to airtable. I have been using it as a reference file for documents. Some documents are templates, and some documents are filled out versions of those templates, so I’d like to be able to link back to the original template on any copy. now that I have many documents, I want just the “templates” to appear in the selection list

+1. I was just introduced to air table and at first look it seemed like the perfect solution for a whole bunch of business needs. Without this function the platform is really unusable for my needs. Too bad looked so promising. Hopefully this gets added soon.

This feature would be REALLY appreciated here as well!

+1 Really need this functionality for our PIM. Need to be able to select from predefined product attribute values to enforce consistency.

Hello,

I am trying to do what you mention above: limit which records appear in the linked record picker based on another variable in the linked table. I am not clear how I would do this with a formula or lookup field. Can you explain more?

Thanks,
Alex

Is there a way to do this?

No, there’s not. (these characters are merely here to meet the character limit)

Any traction on this feature? Seems like limiting the linked record to a specific view on the linked table would be the best way to do this.

Hi Katherine, has there been any updates on this? I’m currently at looking to move from Podio to Airtable and this is one of the key features I need. I have 500 applications come in via a web form for Volunteers and I’d like to assign them shifts, however, I’m currently getting all the shifts that are already allocated and I can’t filter them out. I’m currently paying for Pro, so if there is an unreleased Beta I can subscribe to please let me know!

+1 here too — needs to limit possible links

+1

We have a product content managment system. Products have multiple attributes, many attributes have pre-defined values. It would be very nice to select the attribute and restrict values to the pre-defined.

+1 This would be an immensely helpful feature for me and multiple different projects! Allowing people to choose from a filtered list could improve forms and general data entry so much!