For a specific example:
We have a table for our meetings. Every Meeting get’s a row where we keep things like Date, Attendance, Notes etc. We also have a column for the agenda. This is linked to our Backlog Table.
The workflow is as follows:
Create new Meeting row
Add/Link rows from Backlog table in the Agenda column.
We display the Agenda as a table inside the Meetings detail view. When I expand the Agenda item by clicking on the “Expand Row” button it opens up. But the “Next Row” and “Previous Row” buttons at the bottom now will move me through ALL rows from the Backlog table (even ones that have been archived in the past already). This includes items that are not linked to the meeting.
I would like the navigation buttons to only cycle through the agenda items linked to the specific meeting (i.e., the subset of Backlog rows that are actually connected to that meeting).
Please share a version of the doc with the community. It is b=nearly impossible to assist with just verbiage to guide us.
What you are trying to do is definitely possible, I use that all the time.
Sure thing: https://coda.io/d/_dSaDAikI54t/Better-Next-Prev-buttons_suE1wOfO
To see what I mean:
- Open the meeting (there is only one)
- hover over the first item (Talk about the weather) in the Agenda table of that meeting
- click the expand row button
- Click on the small “Next Row” button at the bottom
My expected behaviour would be that the next row is “Read a book together” but actually it is the second one from the backlog table: “THIS IS NOT PART OF AN AGENDA” that is not linked to the meeting at all.
I do not have enough access to your doc to see the formulas/ tables setup, so I recorded the above from one of my docs:
Thank you for the effort. I actually have no formulas set up in the doc. It’s just a basic relation to the “Backlog” table. I’ve also given you access to the document.
Thanks, got in now.
Because there is no filter on the related table, Coda does not know how to exclude some rows.
You would need to establish a link in the backlog table to the meeting, and then filter using that link. The fact that you selected the items from the dropdown is insufficient.
In my example I have a layout that is filter where thought type = FDD
Regards
Piet
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I don’t think I made myself clear enough in the beginning.
I’ve recorded my steps here:
I want it to skip the row “THIS IS NOT PART OF THE AGENDA”. I don’t think this is currently possible and would need changes from the Coda developers. I don’t want to create a view for each meeting.
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Hi Jonas,
I have added a working example to your doc. I must admit, there was a trick to it that I had forgotten about - the tasks/agenda items need to be on a canvas table:
The row/ details view of Vergaderings will have a View of Tasks in the Task Canvas column.
You need to filter that view to parentRow()
NOW, if you open the Tasks for that meeting, you will be able to cycle through only the rows applicable to that meeting.
You have to set the filter of tasks for each new meeting to parentRow() manually
I have not shown it here, I have run out of time, but there is a way shown on the community that will automatically fill that filter for each new row.
It involves building a “template” table with the desired layout, which can then be pulled in for each new row :
In this case it seems like a lot of work, but in the screenshot I have shown, 3 or 4 thought types have their own layouts. One of them is pages long, with several views of tables, the other has 10 or fields that are necessary to be shown. Very well worth it for complex scenarios.
Gruesse Aus Atlanta!
Piet
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