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Jun 30, 2017 12:45 PM
Hi! So I recently noticed that if I am creating records in a filtered view that all NEW records added in that view will automatically get the same values that are required by that filter.
This is pretty AWESOME! Ive been itching to get new records to auto-fill and this helps me get toward that goal.
Feature request… If you could attach a form view to create records in a specific view, that would ROCK! However, I do also use the ‘prefill’ in the URL option to do that.
Jul 12, 2017 02:57 PM
It also works when you group records!
Nov 08, 2018 02:30 AM
Thanks for this suggestion. Unfortunately, it does not work for Linked Fields
Feb 19, 2019 04:30 PM
Any word on when this will work with linked fields? We currently have a workflow that depends on filtering records with linked fields, and resorted to creating a dummy variable column that’s a 1:1 copy to autopopulate records so they don’t get filtered out
Aug 21, 2019 11:21 AM
Hello! I’m having an issue with a certain field autofilling to a view. We have older (read: “less tech savvy”) employees, and I have the views filtered by their name in a hidden field for “Assigned To.” But, if she’s filling a row and only gets one or two cells in and accidentally clicks somewhere else, the row she was working on is not autofilled to her view, and therefore filtered out so she starts again. So there are duplicates of tasks where she wasn’t able to complete the row before it was filtered out. Any suggestions?
Jun 18, 2021 11:31 AM
We recently launched a new feature that allows you to prefill ‘filters’. It forces linked fields to only show limited records on the form.