Filtering from child record | Voters

Filtering from child record

YES Integrations

Allow a filter to be applied from the child side of a parent-child link, i.e. the side that must allow linking to multiple records.
There are a few situations for us where we want a "one to many" style relationship, but want to filter from the "one" side. 
The most obvious use case is Open Tasks linked to a single project: we would like to filter the tasks linked to a project based on their status, but also only allow them to link to a single project.

October 5, 2023

Nate Montgomery @ SmartSuite

Merged in a post:

Filter in FieldType: Link Record

Dumitru Moraru

Please Add button Filter in FieldType Linked Record.
For example we have a table Projects and a FieldType Linked Record to table Tasks and want to see record that a NOT Completed.
To do this we created a Formula (CONCAT([Task], "--", [Status])) in table Tasks and in table Projects make a Lookup for this Formula. And this is not very estetic because we have a Link Record to Tasks and a Lookup to Formula from Tasks that shows almost the same information.
Explination:
Image 1:
FiledType Linked Record for Link Tasks is to be able to add tasks direct from project table.
Lookup Tasks List (Formula from table Tasks) is to be able to filter tasks that are NOT Completed
Image 2:
Example of Filter in Linked Record

September 9, 2024

Jon Darbyshire

Great to hear your perspective, Dumitru Moraru! I have a few more questions for you:

Can you provide more details on how you envision the filter functionality working within the Linked Record field type?
What specific information would you like to see in the Linked Record field when a task is not completed?
Can you elaborate on how the current setup (using a formula and lookup) is not meeting your needs?

Dumitru Moraru

Jon Darbyshire Hello Jon. Thamk you for your reply.Answering on this questions:

For the moment we have Filter For Record Selector Settings when you add an Link Record (Image 1) . But there is no Filter in the FieldType of Linked Records and there is no ability to filter records that we need to see. (Exclude Records that have Status:Complete).
In the FieldType Linked Record we see all records will all Status (To Do, To Review, Approved, Rejected Approve, Complete). If there will be a Filter on FieldType then will be able to Filter and show only record with Status (To Do, To Review, Approved, Rejected Approve). Image 2

But with Filter on FieldType Linked Records we can do more specific filters for our Tasks.

We cannot add or remove tasks to Linked Records from Formula and Lookup. So we need to have 2 fields: Linked Records and Formula+Lookup. I understand that we can expand Project Record and add or remove linked tasks, but is overclicking and more overhelming job.

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