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When creating a form view, it would be great to set a question's available linked records to be filtered based on a previous questions answer. For example, Q1 is to select a contractor or team from our list of contractors (linked record from a resources base). Then Q2 is to select a project to submit the form against, but ONLY show linked project records that are assigned to the contractor team in Q1 so that the team selected can only see and select their projects, not other teams projects as to only serve a limited list and ensure our teams don't make a mistake in project selection.
Opens up additional use cases for form flexibility. Solves our problem of not being able to have a curated and limited selection list of projects for each team.
We send a form weekly to our contractor teams that do work for our agency to submit their hours worked per project so we can calculate project costs, margin...etc. At the moment, the teams can select their name / team from the list to submit hours for, but when they choose a project to submit against, they see all the projects that are active instead of just theirs. This leads to mistakes in teams selecting the wrong project and submitting hours to the wrong records. I could create unique forms for each team separately, but that is tedious and not scalable in managing all of our resources to add / remove new forms for each new team. I'd like one form that can serve up a curated list of linked records dynamically based on the answer to a previous question instead of a hard coded logic filter.
Yah, pre-filtered field functionality is needed at the base level as a core feature (not just limited to a Form View). Whether Airtable can modify the existing Link Field to support pre-field-filtered selection - or if a new type of Field is added that has this functionality - I'm not too sure, but the feature is absolutely needed, so it can be used in all view types, including View Forms, and also interfaces.
As a side note, it's possible to achieve this functionality through a Script Extension - but it's then limited to the Extension Dashboard to only users with a license to access that base.
"I'm not too sure, but the feature is absolutely needed, so it can be used in all view types, including View Forms, and also interfaces!"
Absolutely + 1! Get this question over and over again from customers and other users.
Either Airtable builds this, or someone is going to build this as a plugin as make like $100K ARR off the bat
This is a great example of what we're needing in Airtable View Forms.
- Input validation
- Side-stacked input boxes