Filter displayed relation based on second matching field

1

Hello everyone! There are several similar topics, but the wanted results are different enough they confused me :zany_face:

I have a Synced Crew list containing all my available crew, with a field for Name and a field for Eligible Position.

I am pulling this in as a linked relation to a second table. What I want is the names in the selection list to ONLY be those that have matching Positions.

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I’m sure it will be another thing where I yell “AHHH IT WAS THAT EASY?!?” once someone ponts it out :laughing:

2

hi,

Simply select the parameters and the filter. Normally, Coda will recognize and suggest the appropriate filters. If not, use a formula.

3

If I was filtering for a specific role, no problem. So a formula is needed I assume. My brain just doesn’t work in formula mode very well lol.

4

if you share a (dummy) doc, we can show you how it is done.

5

This is my “marketing” example setup so here you go :slight_smile: https://coda.io/d/_dGtX5koTYZr/Crew-on-Set_suj3a7RX

6

Hello Shannon,

Make both columns (crew list and position) relational and filter the crew list column:
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Greetings,
Joost

7

OK I think I see my problem - I keep looking at the base filter options as being what I can do, and NOT thinking in terms of going right to formulas. The base filter only allowed to filter by specific jobs, not use the whole category. I’m putting a big sticky note on my desk to stop thinking that way!!

My brain doesn’t think that way, but at least now I will try to always go to the formulas pages before asking the silly questions! Thank you so much!

8

OK!! So that bit COULD do what I want - but I have another bit of weirdness. Hopefully I can make this make sense:

  • The page in question is Crew Schedule; the table is Crew Schedule Overview

  • Records/lines on this table can be populated manually, or using the buttons “Set Template Standard Crew” or “Set Template Alt Crew” on the PC/PM Specific page. They have formulas that are pulling lists from the “Crew Up Template” page - which references fields from the “Credits/Position” page.

The problem: I need the populated column on Crew Schedule Overview to be a relation of the Credits/Position field that is the original reference, NOT the secondary field that is used in the button formulas. (because of the further use of related fields) But I finally got those formulas DOING the right thing and any attempt I’ve made to reference the original field just breaks it again.

I realize that the things I keep attempting are much more advanced than a new Coda user should be trying, but I just keep seeing the POSSIBILITIES!!

9

Changed your column to a working filtered relational column. It is not the ultimate solution, but without rebuilding the base tables and all the references to them, it’s the best I can do for now.

10

This will do the trick for now! I super appreciate your time. As I learn I will likely rip it apart and rebuild it better at a later date lol, I think my AirTable system was rebuilt 3 times over the years I was there lol.

SO MUCH TO LEARN!! So exciting!

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