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    Dynamic filtering in linked record fields
    • 27 Sep 2024
    • 4 Minutes to read
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    Contents

    Dynamic filtering in linked record fields

    • Updated on 27 Sep 2024
    • 4 Minutes to read
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    Article summary

    Plan availability

    Team, Business, and Enterprise Scale plans

    Permissions

    • Collaborators in workspaces using Team, Business, and Enterprise Scale plans can access dynamic filtering.

    • Editors and base builders can remove filters by toggling off the “Filter record selection by a condition” setting.

    Platform(s)

    Web/Browser, Mac app, and Windows app, iOS and Android apps*

    • While dynamic configuration must be completed via web or desktop apps, filters can be applied on iOS and Android apps.

    Related reading

    Airtable terminology

    • Dynamic filtering - Limits the available options based on the current record.

    • Static conditions - Allow users to filter all records by the same condition.

    • Dynamic conditions - Allow users to filter records based on a field in the same table.

    • Filters for record selection - Omit any records using static, dynamic, or both conditions.

    Dynamic filtering in linked record fields overview

    Dynamic filtering in linked records supports static filtering on any field type and dynamic filtering on text, number, user, date, select, and linked record field types.

    Fig 1.

    In this configuration, the filter narrows down employee records—only detailing those individuals with the required skill(s).

    Fig 2.

    "Design" as the "Skill required " is selected in this configuration.

    Using dynamic filtering in linked record fields

    NOTE

    Dynamic filtering in linked records supports static filtering on any field type and dynamic filtering on text, number, user, date, select, and linked record field types.

    Supported column types include: text-based columns (single line text, phone, email, long text), number-based columns (number, rating, count, currency, percent, duration), checkbox, users, date, select, multi-select, formula, and rollup fields.

    To use static and dynamic conditions in linked records:

    NOTE

    Filters can be stacked on top of each other— allowing you to use both static and dynamic filters simultaneously.

    1. Visit your Airtable homepage.

    2. Open your preferred base.

    3. Locate your linked record field and click the ⌄ icon.

    4. Select Edit field.

    1. Toggle on Filter record selection by a condition.

    2. Click Add condition.

    3. Click the ⚙️ icon and select Static condition or Dynamic condition.

    Using dynamic conditioning in text, number, user, and linked records

    Dynamic conditioning in text, number, user, and linked records

    The left and right operands must be the same field type, as dynamic filters don't support comparing different types. For example, comparing text fields to linked records, number fields to the text fields, etc., isn't supported.

    Example: Dynamic conditioning in text, number, user, and linked records

    In the example below, the "People" linked record field is filtered by the "Skills" linked record on the "People" table and the "Skills required" linked record on the "Task" table.

    Filters can be applied anywhere in bases and interfaces where linked records can be selected.

    Dynamic filtering in linked records limitations

    The following features are limited when applying dynamic filtering in linked records:

    Cross-field type comparison within individual filters

    NOTE

    Dynamic filtering in linked records doesn't support cross-field type comparison within individual filters.

    • Example: “Where <User field> has any of <Text field>”

      • The user field and text field are of different field types, so they cannot be compared using dynamic filtering.

    Single select or multi-select fields

    NOTE

    Dynamic filtering in linked records supports single select or multi-select fields where the filter column must contain all the option names that exist on the dynamic filter column.

    • Example:Where <Select Field> is <Other Select Field>"

      • "Select Field" has choices "Todo", "In Progress", "Done", and "Paused" while "Other Select Field" has a subset of these choices, jsut "Todo" and "In Progress". Select and multi-select cell values are compared by exact string matching of option names.

    Dynamic filters in forms

    NOTE

    Dynamic filters on computed fields in forms: Dynamic filters in which the column selected as the right operand is a computed field.

    • Example: Lookup or count fields are not applied to linked record selections within forms in interfaces and bases.

    Date fields

    Dynamic filtering in linked records supports date and computed date fields (like Created Time and Last Modified Time), where the two fields are compared using the "exact date" filter mode. The "exact date" filter behaves similarly in dynamic filters as it does in static filters and will compare that the dates or date times are on the same calendar date in the linked record's date field timezone (or on a later date or prior date, etc., as per the filter operator).

    • Example: "Where <Hire Date> is on or after (exact date) <Task Start Date>"

    FAQs

    What happens after downgrading a workspace to a Free plan?

    After downgrading a workspace to a Free plan, dynamic filtering will continue working, but any applied filters cannot be modified.

    Does dynamic filtering in linked records hide records that are already linked?

    No, dynamic filtering only affects the selection of new records that can be linked in that specific view. It does not hide or alter the visibility of records that have already been linked or those records that will be linked in other views in the table moving forward. This means that:

    • Any records linked prior to the application of a dynamic filter will remain visible, regardless of whether they meet the filter criteria.

    • Any records linked in other views that do not have dynamic filtering will be visible in views that do have dynamic filtering conditions.

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