Thanks Kamille. That’s great for entering new records from the linked records field, but it help after those records are entered. In other words, the filters are meant for adding new records, not for updating existing records.
More detail:
I have a Projects table and a Tasks table. I want to be able to easily access the project records from the Tasks table, and the task records from the Projects table. This makes it as easy as possible to enter data. I can look at my projects (at a higher level) and see if I have an active task assigned to that project. If not, I can add a task directly from the projects table. I can also do the opposite from the Tasks table.
A lookup field in the Projects table with filters for incomplete tasks would work, but it doesn’t link to the record, it only displays the name of the primary field. I would then have to find the actual Task record if I want to update it.
Your solution will allow me to add a new linked record that matches the criteria (and limit the selection to that criteria), but it doesn’t update the linked record (and remove it) when the task record exits the view. I’m sure that this is intentional, but I’m not sure why it would be set up this way. I would expect the filter to continue to apply and update the linked record accordingly.
So if the task and project are already link and I mark the Task as done, it continues to show in the tasks linked record field in the Projects table, even though I’ve applied a filter that limits the linked records to a view (with only incomplete tasks).
I guess this is why the option says “Limit record selection to a view” and not simply “Limit record to a view”.
Basically, I want the linked record filter to apply both at the time new records are entered, and as those records are updated.
My complex workaround does the job, but I hate adding several steps to my process (and yet another table for completed tasks).
I hope that makes sense. If you have any other ideas I’m all ears :slightly_smiling_face:
