Dec 17, 2024 10:48 AM
Hi everyone,
Following Situation: I have Projects, Reports, and Tasks.
Projects are linked to Reports, Report are linked to tasks.
Tasks are not directly linked to projects.
Now in Projects, I have a Lookup field for Tasks from reports.
I really need to filter this lookup field by two checkboxes in Tasks.
But unfortunately I can only set filters around Reports: "Only include linked records from the reports table that meet certain conditions..."
Is there any way to filter the Tasks directly? Or is there any clever workaround that I am missing?
Any help or ideas would be appreciated!
Cheers 4
Dec 17, 2024 11:12 AM
Hey @4N!
What you'll want to do is go back to your Reports table, and create a lookup of tasks that meet certain condition.
No on your Projects table, create a lookup that fetches the conditional lookup from the Reports table (rather than the actual Tasks linked field).
Let me know if this solves your issue!
Mike, Consultant @ Automatic Nation
Dec 17, 2024 12:01 PM
This works in the sense that I can get a list of Names of the Tasks (or any other field), but unfortunately I need a list of linked records.
Reports and tasks are linked directly so for a lookup field i can only get fields from within tasks. But I really need a link to the entire task.
The reasons is that this List is used as a Line Item List in a Docsautomator automation.
Dec 17, 2024 01:01 PM
Hey @4N!
I’m on the phone so I cannot play around much. But would a lookup of record IDs work for Docsautomstor?