Unable to filter in cross-doc'd table?

Hello! What I’m trying to do is cross-doc table to another doc and then create multiple filtered views from the cross-doc. I was able to cross-doc the table, however, I cannot filter it by value. which is what I wanted to do

I then tried to create a filtered table in the original page AND THEN cross doc the filtered table. Unfortunately, I cannot do that either because I get an error

  1. I’m guessing the “Role” column is a relation table? If so, pull the Role table into the target doc. Coda will identify that as a relation table and the values for filtering will become available.

  2. The 2nd screenshot you created with the error looks like the target doc not the source doc where the table originates from. If you goto the source doc, you will be able to create a view of the source table and then cross-doc that view to the target table.

Cross-doc Tip: If you only want the target doc users to see specific columns or rows then:

  1. Create a view in the source doc
  2. Hide all columns the target doc users should never see
  3. Filter all rows the target doc users should never see
  4. Cross-doc that view to the target doc
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You are a genius, thank you so much! That worked! I’ll remember that from now on :slight_smile:

For the second question, I already filtered the source doc and tried to pull over the source doc. That’s what caused the error. But now that the first part works, I got everything working now. Thanks a lot!

Ahhh. That’s because you can only cross-doc 1 view from each table into a target doc. Since you already had a view from that table in the target doc it won’t let you pull in that second view.

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Hahha we replied at the same time. Everything is good now, thanks so much and have a good weekend!

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