so I am trying to create something like easy ERP/CRM for creating orders and have one “small” problem with linking multiple values to the table.
In that order I am linking to which company it belongs to (so far so good)
But then I want to link one employe that is responsible for it - But only from company that was picked previously. I can’t be mixed from other company.
Now I can Link any company to the order and any employe from any other company to the same order.
Is there any way how to limit that?
Thank you and have a nice day.
While you can limit linked records to specific views, it won’t limit per specific Company record. To limit Employees per Company, you’ll need to use a form with this feature.
You can do this with On2Air Forms - an Airtable-specific form product.
Here’s an example of what you’re looking for to display filtered records:
How many companies do you need to account for? There is a way to accomplish this pretty easily with conditional form fields and company-specific views, but it isn’t scalable and will become prohibitive the higher number of companies you are trying to include.
Ah, I see - Sadly, I do not believe there is a native way to accomplish that. You’re essentially describing a conditional selection limitation. While AT forms have both limitation and conditional capabilities, they do not have them combined!
I would look into the form integration that @Hannah_Wiginton suggested above! I have not used it myself but it does appear to get you much closer to what you’re trying to do