I’m REALLY determined to get my head around filtering. It is going to be extremely important in making my docs to help my small business work for all 5 staff!
I’m using my simple CRM setup as an example, but this same issue is stalling me in a bunch of little apps.
Issue 1 - (the easy one i think ) : Filtering options in a lookup based on a second column. I’ve read help / threads about this, but for some reason just don’t understand the logic / formulas enough to get it working properly and with understanding.
What I want to do is : In the table CRM Activities I would like the lookup in Column Company to only show (only allow me to select) from companies who are either “Targets” or “Re-Targets” - which is defined in column 2 in the table Company Example. (Excuse the poor naming - threw together the example very quickly!)
It should be incredibly simple. I’m sure I’ve got it working many times. I guess my head is so caught up in solving part 2 (below) that this one has just escaped me.
EDIT : Issue 1 is Solved. Was indeed incredibly simple. See reply for info so others don’t go down the same rabbit warren!
Issue 2. Filtering down data.
What I’m trying to achieve : I’d like a view / table (whatever works at this point in time - but I’m guessing a view is technically the best way to achieve this) that shows ONLY one row for each company with associated data in CRM Activities. I want that row to be the row with the latest date in the Followup column
So - from my example
Problem 1 : Company C should not be able to be selected
Problem 2 : Company B should only be listed once, and that should be row 5, as it has the latest date in the followup column.
I’m hoping from that point, I’m able to continue to filter down - only showing rows which have a followup date that is in this week. (hints appreciated!)
Bonus question - and this is a big bonus which I cannot see being possible, but maybe only as I don’t understand the massive power that coda has…
When a staff member presses a (still to be made) button in a column of the CRM activities table, it populates another table below with ALL the entires of the CRM activities table which include the company of the row who’s button was pressed. So if I press the button in row 1,2 or 5, it would have the same result of showing me a table below with 3 rows, showing all the activity for that company.
Now, I can KINDA do this already in my real company table (not shared as it has real info in it!) - where I pull in all the associated activities for a company. But my ask above just makes the UX for the user a bunch better / smoother for our use case. At least I think it does