Help

Re: Filter lookup field

70 1
cancel
Showing results for 
Search instead for 
Did you mean: 
4N
6 - Interface Innovator
6 - Interface Innovator

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

3 Replies 3

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

Hi @Mike_AutomaticN 

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. 

Hey @4N!

I’m on the phone so I cannot play around much. But would a lookup of record IDs work for Docsautomstor?