Re: Linked to another record field with filtering

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4 - Data Explorer
4 - Data Explorer

In this scenario, there are 2 tables. A Clients table and a Marketing Spend list.

Each Client has a Status (a single select that can be Lead, Account, Not Interested).

The Marketing Spend list have a “Linked to another record” field where we would only want the “Account” clients to be available to be choseen as an option.

How would we do this?

2 Replies 2
5 - Automation Enthusiast
5 - Automation Enthusiast

Create a new View in your Clients table that filters for only records that have Status == “Account”. Then in your Marketing Spend list table you can modify the “Linked to another record” field to be limited to only your new View in the Clients table. The result will be that attempting to add a link from the Marketing Spend table only allows selection from the items in your new Clients table View, which is limited to those with the proper Status.


10 - Mercury
10 - Mercury

If you’re trying to do this in a form, we’ve built a 3rd-party form that allows you to filter linked records dynamically based on another field’s selection.