Help

The Community will be undergoing maintenance from Friday February 21 - Friday, February 28 and will be "read only" during this time. To learn more, check out our Announcements blog post.

Multi-tiered table filtering in an Interface

Topic Labels: Interface Designer
213 4
cancel
Showing results for 
Search instead for 
Did you mean: 
chriswoodrow
4 - Data Explorer
4 - Data Explorer

I have a 4 table layered structure in my base.  VP<->Objective<->KR<->Project.  Each layer has a link to the layer above/below it.  I am creating an interface to show all of the work under each VP.  For Objectives solely under 1 VP, this is working great.  My challenge is that we have some Objectives that are shared between multiple VPs.  When I show those, I want the table to look like this:

Shared Objective

   Shared KR

        Projects (filtered to show only the selected VPs projects)

I have fields in the Projects table that I can use to filter, but have no way (that I can see) to apply a filter in this way.

I tried creating a link from Project<->VP.  From that, I can build a table of Projects grouped by KR, but I can't show any of the KR information in the table.  Is there a way to do what I am trying?

 

4 Replies 4
Mike_AutomaticN
10 - Mercury
10 - Mercury

Hey @chriswoodrow,

What interface layout are you using? List?
Would you mind sharing a couple of screenshots of your structure, and of your problem? This will make it way easier for me to help out 😄

Thanks!

Mike, Consultant @ Automatic Nation 

@Mike_AutomaticN - Thank you for your help!

This is an example of the 3 tiers, but showing Projects for all of the teams.

chriswoodrow_0-1739473635722.png

Here is the best I can achieve just showing Projects and grouping by KR.  I show only the Projects for the VP's team, but can't get any details showing for the KR level.

chriswoodrow_1-1739473716061.png

And, yes, I am using a List interface layout.

Hmm, how does this look?

Screenshot 2025-02-14 at 10.11.58 AM.png

Data:

Screenshot 2025-02-14 at 10.11.43 AM.png

Screenshot 2025-02-14 at 10.11.46 AM.png

Screenshot 2025-02-14 at 10.11.50 AM.png

 

Screenshot 2025-02-14 at 10.11.34 AM.png

And it's set up here

That looks nice, but not quite my issue.  Looking at my example, you can see that all VPs (Tom, Sue, and Mary) have a link to "Common Obj A"

chriswoodrow_0-1739541926059.png

In the Projects table, each VP has a Project under "Common Obj A"

chriswoodrow_1-1739542100462.png

My question is, how do I show a List view on the Interface for any given VP that shows "Common Obj A", but only has their Project under it.  For example, for Sue:

ObjectiveKey ResultProject
Obj 2KR 2Proj 2
Common Obj ACommon KR AProj 2A