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Filter Linked Record in Airtable Forms

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Tim_Stuart
5 - Automation Enthusiast
5 - Automation Enthusiast

Hello Everyone,

I was wondering if you can help me with something I have been working on. I currently have 3 tables in one base. One table has different names of clients (Table 1). The other table has the names of projects they are attached to with a record ID through a formula (Table 2). In Table 1, I have a linked record column to link each client to a project and there is a lookup column as well that shows the record ID of the project. Finally the 3rd table is used to store data from a form. In the form, I want to be able to have a linked record (select a client from Table 1), but I want to filter the options in the form under the linked record, so when filling out the form for one project, only clients linked to the project will show up as an option, so this could be a filter by the recordID of the project if that makes sense. Views will not work for my use because Airtable does not have a way to dynamically filter the view by different record ID's without creating a new form/view for each project. If this is not possible in Airtable, I can also add URL parameters to embed in my website as well since this is a form, that I plan on embedding. Any assistance would be greatly appreciated! Thanks so much!

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ScottWorld
18 - Pluto
18 - Pluto

That is not possible with Airtable’s forms, but you can do all of that with Fillout’s advanced forms for Airtable.

Fillout is 100% free and offers hundreds of features that Airtable’s native forms don’t offer, including the ability to update Airtable records from a form, display Airtable lookup fields & Airtable rollup fields & Airtable attachments & formulas on forms, dynamically & conditionally filter linked record fields by any values that you would like, perform math or other live calculations on your forms, accept payments on forms, create multi-page forms with conditional paths, create new linked records on a form, display as many fields as you want to see in a linked record selection list (including attachments), connect a single form to dozens of external apps simultaneously, limit the number of linked records that can be chosen, set advanced field validations & limitations, upload an unlimited amount of attachments simultaneously, add CAPTCHAs to your form, add choice matrixes to your forms, direct integration with hundreds of apps like Calendly & Google Maps on your forms, and so much more. 

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

CristianCG
8 - Airtable Astronomer
8 - Airtable Astronomer
Hi there!

At miniExtensions, we've created a third-party form that integrates seamlessly with Airtable, and supports conditional filters for linked record fields

 

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