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Auto filter records based on criteria determined from main record selected

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KevinTC91
4 - Data Explorer
4 - Data Explorer

Hello,

I want to hand executive leadership a simple tool to use as they are not familiar with Airtable like our Project Managers are. 

The workflow I am hoping for is a Gantt chart, that would auto filter when they select a record to look at. 

If I have a list of project records, each project has different teams assigned to it, often multiple teams. If someone clicks "Project A", I would want the Gantt to auto filter to only include projects that have the same teams as "Project A". Then a simple way to reset the filter to move on to "Project B", then it filters to only show projects with the same teams as "project b". 

The idea is to see when projects are running from start to finish, and to be able to compare a new project that uses the same teams so we can time slot the start/end of the new project better, based on team availability. 

Thanks!

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Kyrstin_Graves
7 - App Architect
7 - App Architect

The easiest way to do this is probably an interface. You can put whatever filters you want at the top and have the gantt chart filter based on what people select at the top. 

If you're unfamiliar with interfaces, let me know and I'll try to walk you through creating a Gantt style interface with filters.