Does anyone know if it is it possible to filter options to a form answer based on a previous field on the form? Like can I filter it to only list Client Roadmaps that belong to the Client they selected in the first form field?
Yes, there is a filter you can set from form values on the Options section. I’ll often hide fields until the preceding field is filled so that way it’s not confusing to the end user.
Hey @Megan_Pietra great question, here’s a quick loom showing you how you can use relational filters in your forms
One thing that I see people trip up on all the time is trying to use Single Option fields for this, it’s going to be much more challenging than using a Linked field (to another table)
For more information, here is the guide on how to do this
Hey all- has the process for this changed? We’re no longer able to just select the whole collection itself. Now it asks for further field selection from within the Collection. I’ve tried id, uuid, name, etc. Already looked at the linked guide as well.
But can’t get this to filter anymore like it used to based on a previous record’s field selection.
cc: @darragh
Hey @dianakirby
If you’re not seing the values you expect, it’s usually because the cardinality of the field isn’t “right”
I.e. it’s a link to multiple records rather than a direct link to a single record.
Would you agree with that here maybe?
Hey Darragh, thanks for taking a look! I was able to figure it out by using two formula fields in Airtable that output the data as text instead of linked records.
This one was a rather complicated data schema, so that’s likely contributing as well. But I’ve got it working so no worries!
Diana Kirby
Consultant & Designer
(303) 406-0357
Thanks for letting us know @dianakirby