Smart Defaults with Grouped and Filtered Views


#1

Two of my biggsest gripes Airtable are: 1) not being able to add records when the view is grouped, and 2) having records disappear as they are entered if the filter field is not set.

Instead, what if Airtable always defaulted the fields in a new record to match the grouping values where it is created? For example, if my view is grouped by Project and Task and I add an item in the Project “A”/Task “B” subgroup, how wonderful it would be if I could add a record there and have it default to Project A and Task B!

Setting defaults this way would also go a long way to making life easier for those of us who use a lot of filtered views. If the groups also covered the filtered fields, I wouldn’t have so many new records accidentally disappear because they no longer match the criteria.

This field default idea sort-of works now in the Kanban view. When you add an item to a list, the value of the single select that the view is based on is set to the value of the list. I say “sort of” because it’s too easy to enter an item into a list and watch it be filtered out of the view.

Also, I wish that there could be a “require filter fields” option that simply would not allow users to enter data into filtered views without setting the fields on which the filter criteria are based and smartly offer default values to match the view being worked on.


#2

This actually does work for both grouping and filtering, and for just about every field type – except formulated fields. If you group/filter records by a non-formulated field (say a “Collaborator” field, or a “Date” field, or a “Text” field), you can add a record and have those fields auto-filled with the value of the group or filter applied. It even works 2, 3, 4 groupings deep.

It just doesn’t work on formulated fields, because it’s not possible for it to work on formulated fields.


#3

Jeremy essentially already said what I was going to say, but just to reiterate: you can add new records when in a grouped view when it’s 100% unambiguous what values you want the new row to have based on the grouping specifications.

Here’s an example with single select fields.
add%20new%20record%20in%20groups

It also works with linked record fields:
add%20new%20record%20in%20groups%20(linked)


#4

Thanks - that’s awesome!
So, if my view is filtered to Project = “ABC-123” and I include project as my top level group, “ABC-123” will always auto-fill on the filter field. Yea!!!
I didn’t see it (the plus sign) because we mostly group on lookup values.
-Donald