I have embedded at table into a “detailed display” canvas. At the top of the detailed display their is a “project name”. I want the embedded table to automatically filter so the rows show on the ones with the matching project names above. Is this possible?
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Hi Chris,
Yes, this is possible with sub-tables. But in order to achieve this you need to leave behind the string matching paradigm from Excel and embrace Coda’s relations, which are infinitely more powerful anyway.
I’m assuming that the detailed display belongs to the table Projects, and that when you open the detailed view you want to show, for example, all the Tasks that have this project assigned.
This would mean that there is a Tasks table with a relation column pointing at the Projects table.
Then you just need to create a Tasks relation column in your Projects table and give it this formula:
Tasks.Filters(Projects.Contains(thisRow)) → Which means, check the Tasks table and return the tasks whose Projects column contain the row that I’m currently watching.
If you already have the Projects column in the Tasks table, Coda will create this formula automatically if you create a Linked relation pointing to the Tasks table
Just make sure when you are editing the layout of the detail view, that you are displaying it as a table
Hope this helps,
Pablo
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This is driving me crazy. I set up the relation in the tasks and my project table also is linked and filters so I have a column that shows all of the related tasks for each project. But when I put the table i my detailed display it doesn’t do anything it shows all the tasks. I can’t figure out where I am supposed to add a filter and what I am setting it to equal with all the relation and linked tables. Said differently, the selected project in the view do I filter the original source Project or I filter the related field in the Tasks? Do I add the formula in general formulas or first go into filters and add it. It is just not working for me with the Display View. Argh. Thanks so much for your help so far.
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If you share a document in play/edit mode I will be happy to point out where the issue is
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So you have a Task subtable, within the Submission detail view, and you were trying to filter that subtable, with this formula
The filter within a table should return True for a given row, if you want it to be visible, and currently it returns a number of items, which Coda interprets as true for all the rows, and therefore all are displayed.
I’ve adjusted your formula, so that it kind of works. But as you can see in the warning, you are comparing a text vs a list of texts, which is not the same thing. You would need to look into that, because I would need to invest a lot of time understanding your doc.
In general I applaude your valiant efforts, you’re building quite an ambitious document. But I’m afraid you are punching above your weight, you still have not mastered the Coda basics and are trying to build relatively complex workflows.
This is very confusing for you, time consuming for people willing to help you trying to decipher what were you trying to achieve and also if you are planning to use something complex as this built with your current skill level in production with people other than yourself, this will be a nightmare for everyone involved.
I know you have your goal in mind and just want to achieve, but as I told you in another message, there are no shortcuts, you have to grasp the basics not only of Coda`s quirks, but basic relational databases and how to structure your tables to achieve your business goals.
If you are in a hurry to implement something like this in a robust way, you should hire someone proficient in Coda. There are many in this forum, me included, who would be able to help you.
Hope this helps,
Pablo
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I cleaned it up and found out why it was pulling weird answers and had mixed fields. It is finally working well! That tip on true/false helped a ton.
I still cant figure out why some related fields pull data immediately after I create them and sometimes not. I think the ordering of which table you place you build the relation first still gets me but getting close to seeing the logic. And found the filter within the relation column today too which was a big help.
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Your document is quite big and messy, so I can’t answer all your doubts about it.
But did my answer at least solve your original question?
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I am working in another document. My apologies for not being clear. I fixed it and it works great now. There isn’t any problems anymore with what I have so far. My comment was saying that I can’t figure out the best order when setting up relation tables (start at project then task or vice-versa) and why. But either way if it doesn’t do what I want, I switch it and then it works for what I need.
i think the issue youre describing can be shed with some light from the following
Cheers!
Mel
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