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Category field that, based on category value selected, will display list of relevant sub categories

Topic Labels: Data Formulas Workflow Design
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ktrayner
4 - Data Explorer
4 - Data Explorer

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

5 Replies 5

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

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

If you're on a paid plan you can use dynamic filtering for this! 

Screen Recording 2024-11-26 at 10.21.24 AM.gif

You'd need one table per category, and it'd look something like this:

Screenshot 2024-11-26 at 10.23.21 AM.png

Screenshot 2024-11-26 at 10.23.31 AM.png

Screenshot 2024-11-26 at 10.23.46 AM.png

And you'd set up a dynamic filter like so:

 

Screenshot 2024-11-26 at 10.23.59 AM.png

Link to base

ktrayner
4 - Data Explorer
4 - Data Explorer

Yes Adam, this is the kind of thing I was looking to do!  I'll take a more detailed look later.

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

Screenshot 2024-11-28 at 10.09.54 AM.png

Hmm the filter is set to the field value, not a specific value, so it should update accordingly based on what you've picked!