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I'm creating a form and need to create some conditions to separate our large inventory into categories.  When I create the form view from the data table screen, and run a test the dropdown looks like the first snip below and appears to enter the data sheet with all of the correct information.  When I add a new field and link to record, choose the same table, set up the conditional formatting and run the test, the dropdown looks different (second snip) and all of the information goes into the data table except for the name.  As far as I can tell they are set up exactly the same way, the only difference is the Product ID field is automatically entered when I create the form view.   Any ideas on what I'm doing wrong or how I can properly duplicate the product ID field?

 

 

Hmm, I’m not really following what you’re trying to do, sorry.  Is it that you want to have one field per Product Type (e.g. Stickers), and so you’re trying to create one linked field per Product Type with conditional filtering on?


Yes, that’s exactly right.  When a user opens the form, I want them to see categories, such as stickers, bags, etc, then when they click add record, they can see all of the stickers choices and pick from that list. 

 


Ah, that isn’t usually the recommended way to do it, as setting up your data structure like that makes it hard to work with later on.  e.g. if you’re trying to consolidate Order data or sum up price totals, you’ll need to create one rollup field per linked field, does that make sense?

Instead, I’ve put something together here for you to check out.  Assuming your data looks like this:

Then in the Orders table you can set it up like this:

And so once you’ve selected a Type, it filters like so:

If after this you still would like to set up one field per Product Type, let me know and we’ll see what we can figure out


Fantastic!  Ill give this a shot and let you know, thanks so much! Did you mean to have pictures or further directions after these comments?

 

Then in the Orders table you can set it up like this:

 

And so once you’ve selected a Type, it filters like so:


Woah weird, yeah I did mean for there to be pictures there.  Thanks for letting me know about that, I’ve updated the post and reuploaded the images!


Hey ​@akaneksuowls!

Adam’s answer above is what you are looking for. Just for further context, that is called “dynamic filtering on linked records fields” and you can find Airtable’s Official Documentation on that matter here

Hope that helps. Feel free to reach out if you have any further question.

Mike, Consultant @ Automatic Nation


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