Unique SmartSuite feature 🚨 Dynamic Filters for Linked Records
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- Опубликовано: 28 июл 2024
- As a no-code consultant, I’ve always been frustrated by the lack of advanced filtering of linked records. It may seem like a simple request, but the fact that SmartSuite built this feature is mindblowing! I’m sure by the end of this video, you’ll probably agree with me too! 👇
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Table of Contents: 📖 👇
00:00 - What this video covers
02:32 - Outlining database in SmartSuite
03:45 - Linking Multiple contacts to a single Company
04:51 - Linking invoice to specific users within a company
05:48 - Creating advanced filters for linked records
06:33 - Dynamic Filters
08:41 - Adding a filter within a specific filter
11:08 - Why this is a huge deal
11:33 - How to get more help!
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Just been googling how to achieve this in airtable for ages. Can’t believe this is only in smart suites. Definitely a game changer!
There are workarounds in AT, but being able to do it natively in SS is a game changer!
Many to many. Absolutely huge.
It's so powerful, but so niche, that only people who really use these tools will understand!
Now Smartsuit is in competition
Thanks, Gareth for sharing this
In deed this is a great feature. Airtable does not have it and this is really useful.
Coda had this ability before SmartSuite did as far as I know.
Fantastic!!!!! i hope Smartsuite brings EU with support to GDPR, so that we can finally say goodbye to Airtable
Traitor 😛👋
Realy top feature🎉
It's so underrated!!!
Thank you Gareth! I was able to only get the filtered linked records to appear in the grid view but not on the form view. All the records appear. How do I only have the filtered records appear on the form? I’m making a student attendance for different classes- so teacher selects class, then I only want students from that class to appear. Thanks!
The filter can be accessed inside the linked records for the second field. Add your first linked record and then open the field to add the second linked record. Inside that modal you can apply the filter for dynamic links
This reminds me of a question that I have struggled with in designing my databases (with either Airtable or SmartSuite, I still haven't decided). I am a solo attorney with a few different practice areas. The data I need to track in each practice area is quite different. For adoptions I need to track whether we have to serve biological fathers, biological Mother, or others, and then I want to also track what progress we have made in serving these individuals. I also have to track different stages of the adoption case. But in other family law cases, the things I have to track are pretty different. Should I build out a Matter table (or app) that is specific for adoption matters and one that is specific to my other matter types, or have one app for all my matters, and then build out other apps for the different items and stages that I need to track? Does that make sense?
Great question and there's not a simple answer. You can absolutely do this as you describe, with separate applications for each type of case (adoption, family, etc.) If each type of matter/case is so very different, then it would make sense to break them into separate applications with their own unique workflows.
That being said, by breaking them out into separate apps, you also give yourself more to manage. Each applicaiton will need its own automations, etc.
As a general rule, I really try to keep things in as few applications as possible. However, given these circumstances, a case can be made for the multiple-app approach.
Hope this helps!
Can dynamic filtering have multiple criteria?
It can! Including "and" or "or" logic