Dynamically filter linked records with two tables
A
Adam Johnston
The dynamic filtering option on the linked record field is very useful for restricting user choice when they are making a new link.
E.g. when linking a Contact to an Opportunity we can dynamically filter to restrict choice to contacts that belong to the same Client as the Opportunity does. Really useful.
What we can't do is filter a link from table A to B based on another link from table A to B, i.e. we cannot filter a Billing Contact link from Clients to Contacts based on which contacts belong to a given client.
This is a sticking point when creating relationships like the one listed above.
Nate Montgomery @ SmartSuite
Merged in a post:
Dynamic Filter Update
A
Adam Johnston
Problem:
A dynamic filter does not work for filtering records based on two links between two tables. This is a fairly common setup: having two links between two tables, where one is a many:many and the other is a many:one (see picture).
It would be great if we could filter the N:1 link based on those records already selected in the N:N link
Solution:
Allow dynamic filtering to work for links between just two tables, not three
Jon Darbyshire
Hey Adam Johnston, thanks for your feedback! I have a few more questions for you:
- Can you provide a specific example of the data you are trying to filter?
- What is the expected outcome when the dynamic filter is applied?
- Are there any specific scenarios where this feature is particularly important or useful?
A
Adam Johnston
Jon Darbyshire
- Our CRM specifies contacts and a primary contact for each organisation. The primary contact should be one of the contacts so should be dynamically filtered based on that link
- It filters the linked record selector on the N:1 link down to only display record already linked in the N:N link
- Yes, many, most specifically when one linked record out of a set of many is to have special privilege