Filter lookup field

[4N]

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

[Mike_AutomaticN]

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

[4N]

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. 

[Mike_AutomaticN]

Hey @4N!

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

[EricaB]

Hey @4N!

I think I got what you're trying to do.  With DocsAutomator, you have to have a direct mapping from your primary table to the linked item table.  A workaround could be as follows:

1. Create a linked field between Projects and Tasks

2. Add the Project lookup field from the Reports table to the Tasks table

3. Create an automation that automatically copies the project field value from the Reports to the linked project field in the tasks table created in step 1

4. At this point, you should now be able to see the Tasks in your DocsAutomator linked field list

Things to remember:

• Create a view in the Tasks table that has the criteria that you're limiting to. 
• Secure the view in the "Tasks" table. Why? If the view changes, it impacts the output. This is a 'need to know' that you want to include in your Change Management process documentation.  If you run this later and you're missing data,  check if the view has changed first.
• Secure the 'Tasks" field down in the Projects table to only be updated by Automations.  Best practice when it comes to data quality management

Feel free to ping me if you have any issues.  I've worked with DocsAutomator pretty extensively.

~E