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Filter on all items in List view

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HLatchford
5 - Automation Enthusiast
5 - Automation Enthusiast
Status: New Ideas
What is the proposed idea/solution?

To be able to filter all items in a List view - for example if you are using:

Table 1: Projects

Table 2: Tasks

Table 3 Subtasks

I would like to be able to filter all three levels based on the status so that I can easily hide all those Projects / Tasks / Subtasks that are complete

How does is solve the user problems?

It would help increase functionality of the List view.

How was this validated?

...

Who is the target audience?

...

5 Comments
DavidW
Airtable Employee
Airtable Employee

Hi @HLatchford ,

It is possible to configure filters on all three levels in List view today. You can change what level you are configuring filters for with this dropdown:

Screenshot 2023-05-19 at 11.12.41 AM.png

 

From your post, it might also be possible that you're trying to filter out Projects based on what child Tasks are filtered out. This can be achieved by setting the setting for "Sections with no additional rows" to "Hide section". I've included a screenshot of where to find this setting below as well.

Screenshot 2023-05-19 at 11.14.13 AM.png

I hope this helps!

BrianG
5 - Automation Enthusiast
5 - Automation Enthusiast

@DavidW I'm running into this need, specifically in Interface Designer version of List View. As far as I can tell, there is no way to do this without "baking it in" to the interface itself. This is no good, because if someone accidentally completes a task and then changes their mind, they would lose access to the task entirely. Yikes.

My use-case is I'm looking to migrate my creative agency from ClickUp to AirTable by building a PM system within Interface Designer. I have a hierarchy of Level 3: Clients, Level 2: Projects, Level 1: Tasks. Source table: Projects. I would like a simple way to add a toggle to "Hide Done Tasks". Here's what I've tried:

  • Adding a dropdown filter, but filters only seem to reference level 2: Projects; no dice 😕
  • Adding a button, but there is no option to simply configure a button to be a toggle for filters, aka tasks complete / not complete ☹️
  • Resorting to a custom filter, which isn't even good UX for an end user as it requires multiple clicks to turn on and off, and that doesn't even work because again, it only seems to apply to the source table: projects 😩

While I don't expect nor do I need ALL the bells and whistles of a specialized Project Management system, this use-case seems pretty universal. Even the most basic of PM or Task Management tools have a toggle to show/hide complete. Unless I'm missing something (which I really hope I am), this may halt our migration in its tracks. Which would be really unfortunate, because Interface Designer has otherwise been looking like exactly what we need to build the tool of my dreams. Any solution to this?

DavidW
Airtable Employee
Airtable Employee

Hi Brian, this feature is also available in interfaces (screenshot below) but you're correct that this is not something that we allow someone that's just viewing an interface to modify. 

Where to find "hide empty sections" in the interface properties panel:

Screenshot 2023-05-22 at 11.03.55 AM.png

Based on your description I would recommend one of the two following approaches:

1. Change your "Source" for the List element to the tasks table. You can do this by modifying the source in the "Users can see" section:

Screenshot 2023-05-22 at 11.07.50 AM.png

This will allow you to set up dropdown filters for "Tasks". Currently we only support setting up dropdown filters on the "source" level in the List.

2. If you can't change the source level (because you need to do filtering on "Projects" or "Clients" using dropdown filters too), then you can consider making a separate Page in your interface for users to see and filter their tasks in this way. I agree it's annoying to have to make multiple List views, but this might also help separate out the multiple different jobs users want to do in the view (seeing and changing their tasks vs. seeing all the projects in a campaign).

With separate pages, you'll want to do #1 again - change the source on each list view to match what you want to allow filtering on. 

Hope this helps! I'll convey your feedback around only having filters on the source level to the team.

BrianG
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi @DavidW ,

Thanks for the workaround. I think this could work for now.

I've got to say, the potential of Interface Designer is HUGE for small businesses looking to consolidate tools. Is AirTable looking to iron out kinks like this in the near future? I know there is no public road map, but I would love to know more about what to expect around the corner as we're sitting on the fence about committing to making a full migration.

DavidW
Airtable Employee
Airtable Employee

Hey @BrianG , 

We are certainly invested in improving the usability of interfaces going forward. On the topic of this specific issue, we are actively thinking about how to evolve the table layout in interfaces to work better with hierarchical and connected data. I hope we can share more concretely about it soon!