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[SOLVED] Limit linked record selection to a view

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Katherine_Duh
Airtable Alumni (Retired)
Status: Launched
123 Comments
Isaac_Watson1
5 - Automation Enthusiast
5 - Automation Enthusiast

I would love for there to be a way to filter out the options that appear when linking a record. For example, if I have a table for monthly events and a separate table for RSVPs (with a form view to RSVP), I would want to be able to link to an event record to associate that personโ€™s RSVP with that event. But if an event has passed, it will still show up in list of available records to link, both in the grid view and form view. I would love to be able to filter by a checkbox (event completed) or filter by a date field (everything today or in the future).

Thanks!

John_Beaudoin
7 - App Architect
7 - App Architect

I would say that this is my most important requested feature. @Katherine_Duh any chance you can let us know if this is on the roadmap โ€“ either linked records from views or conditional/filtered linked records?

Jamie_Walker
5 - Automation Enthusiast
5 - Automation Enthusiast

I would like to have a Jobs Table, where I can log jobs I have done for my clients.
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I have a list of clients, some of which are not active.
image.png

I want to be able to select a client on the Jobs Table, but only display the โ€œActiveโ€ clients.
image

How can I do this? Iโ€™ve played around with rollups, functions, arrays, and I canโ€™t get anything to work. Ideas?

Julian_Kirkness
10 - Mercury
10 - Mercury

Thereโ€™s no way of filtering linking fields in Airtable at the moment - although it has been requested by a lot of us.

Iโ€™d like to add something to the debate - if filtered lists are implemented, the implementation needs to take into account that you would still need to be able to see existing recordsโ€™ values which may be linked to records which are filtered out for new recordsโ€ฆ (I hope this makes sense)

Ryan_Robillard
4 - Data Explorer
4 - Data Explorer

+1 Airtables felt like the perfect solution until I discovered it wasnโ€™t able to filter the values in a linked field or lookup field. Really hoping a solution is added soon.

Gordon_Peery
5 - Automation Enthusiast
5 - Automation Enthusiast

Iโ€™ll add my voice to this request, and also second Julianโ€™s emphasis on being able to retain records which were created with records which have since been made inactive - that would be crucial.

W_Vann_Hall
13 - Mars
13 - Mars

If you sort the default view for the [client] table by {active}, you can at least move all the active clients to the top of the list. (Presumably, you could apply a secondary sort by client name or some other logical order, as well.) Doesnโ€™t protect you from incorrectly linking to an inactive client โ€” although you can create an error-checking and warning field to watch for and report such an error โ€” but it does making it less likely, and it avoids the irritation of paging through intermingled active and inactive customers.

Jeremy_Smith1
4 - Data Explorer
4 - Data Explorer

+1 Another use case. I have a look-up on an appointments table linked to the service table, The service table contains prices for each service. If I want to change prices of items, I want to be able to set old service prices to inactive and filter them out of the drop down look-up on the appointments table so the wrong services/prices donโ€™t get selected.

Is there a place where we can see the development roadmap?

Jason_Sears
4 - Data Explorer
4 - Data Explorer

+1 from me too! I work at a nonprofit and am saving a TON of time by having donors enter information directly into our database. One of the linked fields they choose is โ€œEventโ€ and Iโ€™d love to not list our old, inactive events in that listโ€ฆ

Curious why this hasnโ€™t been done yet?? Seems like a rather easy feature and would end up saving time and data as less info is passed based on filtering criteriaโ€ฆ

Ken_A
5 - Automation Enthusiast
5 - Automation Enthusiast

I would also benefit immensely from this feature.