Help needed on advanced Filter function

5

Thanks for the additional clarity.

Tackling the most immediate question, I built an UnassignedClients table by making a view of the ClientTable and adding a filter. I’ll walk through my steps below, with pardons if any individual step is obvious:

  1. First I created a view of the Client table by clicking the plus in the corner, and selecting the Client table under “Insert View Of”

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  1. On this view table, I renamed it to UnassignedClients. I then added the following formula to the filter:

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For reference, this is what my Client table looked like:

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Now, as clients are added to the client table, if no location is assigned, they automatically are added to the UnassignedClients table.

For more information on Views, Coda has a write up here.