Nov 25, 2024 08:54 AM
Apologize for this possibly simplistic question, but here goes:
I want to create a field that is a Category, that based on the category value selected, will ONLY display a list of relevant Sub Category values for the selected category.
EXAMPLE (Simplified)
1. I have a field that is Product Category - it has two values: Mobile, Home.
2. If you pick Home for Product Category, for the Product Sub Category, I would want to display the Home Sub Category values. (Wireless, Wireline, Other services)
3. To take it one step further, I would also like the Product Sub Category could have Product Sub Category 2, that would show ONLY relevant values based on the Product Sub Category. (eg. Home > Wireline > 5G Router, 4G Router, Extender, etc.)
Is there a way to set up a table to have this hierarchical relationship. Do I need to refer one table to another, etc.? How do I do this in Airtable? I would prefer to have the values exist in a table and not buried in a formula for visibility and ease of use.
Thanks in advance
Kevin
Nov 25, 2024 09:29 AM
Yes, you would set this up with dynamic linked record fields. More details here: https://support.airtable.com/docs/dynamic-filtering-in-linked-record-fields
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Nov 25, 2024 06:28 PM
If you're on a paid plan you can use dynamic filtering for this!
You'd need one table per category, and it'd look something like this:
And you'd set up a dynamic filter like so:
Nov 26, 2024 11:07 AM
Yes Adam, this is the kind of thing I was looking to do! I'll take a more detailed look later.
Nov 27, 2024 08:23 AM
Hey Adam. One thing I'm not understanding how it works:
1. In Product Category column, you make a selection (which is dynamically linked to the Product Category table records). So it displays a choice of Mobile or Home.
2. In the Product Sub Category column (which I assume is dynamically linked to the Product Sub Category table records), how does it know to display only the values for the SELECTED Product Category in the Product Category column in previous step.
If I set the dynamic filter to "Mobile" here, then it will not reflect the SELECTED Product Category value, but only "Mobile". So, I'm not sure what this gets set too.
Yes, I'm a newb and it may be obvious, but I'm not getting it.
Thanks
Kevin
Nov 27, 2024 06:18 PM
Hmm the filter is set to the field value, not a specific value, so it should update accordingly based on what you've picked!