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Dynamic Filtering Linked Records - Count & Formulas

  • March 28, 2023
  • 1 reply
  • 72 views

Javier_Growth_L
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Hi there, 

I'm not sure if this is possible or if I'm approaching correctly the solution, but here it goes: 

I'd like to create some sort of dynamic filter that when I input a date, everything else in this table will update accordingly. The link records that won't meet the filter criteria will be excluded, therefore, updating the COUNT calculation and all related formulas. 

To give you more context about the base setup, there are two tables: 

  • Tickets
  • Suppliers

What you see in the screenshot above is the Suppliers table, which is aggregating all the tickets. 

Is there a way to exclude linked records based on a filter?

Thanks everyone!

Best answer by Javier_Growth_L

Just replying to my own ticket because I found a solution to my issue - in case someone is facing the same challenge. 

In order to create a global filter between different tables you will need the following: 

  1. Create a separate table with Name, Date and 2 link records to one of the tables
  2. You will need to bring the lookup values from those two records on the desired table
  3. Do the same in the other tables if they're linked - bring the lookup value of the Start Date and the End Date of your interval.
  4. Create a formula that evaluates if the "Created date" falls within that interval.
    IF(AND({Created date}>={Date (from Start Date) (from Supplier)},{Created date}<={Date (from End Date) (from Supplier)})=1,"Show","")​

  5. Then use the record Picker in an Interface and link it to it's specific element Date

     Eh voilá! 
    Hope it helps!

 

 

1 reply

Javier_Growth_L
Forum|alt.badge.img+8
  • Author
  • Inspiring
  • 6 replies
  • Answer
  • March 30, 2023

Just replying to my own ticket because I found a solution to my issue - in case someone is facing the same challenge. 

In order to create a global filter between different tables you will need the following: 

  1. Create a separate table with Name, Date and 2 link records to one of the tables
  2. You will need to bring the lookup values from those two records on the desired table
  3. Do the same in the other tables if they're linked - bring the lookup value of the Start Date and the End Date of your interval.
  4. Create a formula that evaluates if the "Created date" falls within that interval.
    IF(AND({Created date}>={Date (from Start Date) (from Supplier)},{Created date}<={Date (from End Date) (from Supplier)})=1,"Show","")​

  5. Then use the record Picker in an Interface and link it to it's specific element Date

     Eh voilá! 
    Hope it helps!