Launched: conditional relational fields (lookup, rollup, and count)

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10 - Mercury
10 - Mercury

You can now add custom filter conditions to lookup, rollup, and count fields to limit which records are included in the results. Here’s how to do it:

  1. Create a valid lookup, rollup, or count field (if you don’t already have one in your table, you’ll need to create a valid linked record field first).
  2. In the field customization menu, turn on the “Only include records which match certain conditions” toggle.
  3. Specify the relevant filters for your use case.

Screen Shot 2020-04-28 at 10.50.22 AM Screen Shot 2020-04-28 at 10.51.19 AM

This also means that if you have been using helper formula fields as a workaround to achieve this same functionality, you can transition off those fields for a cleaner, clearer base! 🌅

Learn more about this new feature with the conditional counts, lookups, and rollups support article.