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Great tutorial! I don't need this feature yet, but it's good to know as it creates a lot of exciting possibilities! Thanks to you (and your client) for sharing.

Lots of hard limitations here that leave room for error, but there are some improvements you can make: 1 - You don't need an automation at all to find, check and uncheck records. Use a rollup or count to check how many 'service records without a contact' exist. If > 0, it needs to be dynamically looked up. Use that field as your condition for the show/hide. 2- As you mentioned, this wouldn't work for any kind of editing an existing record (only new ones), but you could likely use 'last modified' everywhere to decide whether or not a company (or all of the records it's linked to) has been changed recently in order to include it in the dynamic list. 3 - You will always end up with some mistakes made here, so you will need a checks and balances automation to run and trigger when {Company (from Contact)} != {Company}, and either clear the field or display a validation issue.

@GarethPronovost

6 ай бұрын

Great insights! Using a rollup would certainly be more efficient and I love the idea of removing contacts that are linked improperly with automation

@allanvega592

5 ай бұрын

Also using a field with an "if" formula to put a character (for example "1") when client is not empty and Company is empty. Then, filter client view by this character. Formula example: IF(AND(Company!="",client=""),1,""). Has any of you a workaround to try this behavior on a form?

I've been using this method for half a year now, it's very useful.

@GarethPronovost

7 ай бұрын

So cool!

Is it safe to say that this would not work if multiple people were using the interface page at the same time?

@GarethPronovost

7 ай бұрын

That would definitely cause issues

this is nothing short of brilliant!

@GarethPronovost

7 ай бұрын

Thanks for watching! 😄

What an awesome idea! 🤩

@GarethPronovost

7 ай бұрын

I was thoroughly impressed!

This is an interesting work around for sure

@GarethPronovost

7 ай бұрын

I was super impressed when our client shared this with us!

This is pure genius!!

@GarethPronovost

24 күн бұрын

Thanks, but now Airtable has dynamic filters available so you don't even need the workaround!

@Julie-Dox

22 күн бұрын

@@GarethPronovostit would be great if it was true everywhere but unfortunately the dynamic filters don’t work on forms (computed fields), it looks like it’s one of the many limitations listed by Airtable on their help page. So I still had to use your solution as a workaround to this limitation, and it worked perfectly !

@GarethPronovost

22 күн бұрын

@@Julie-Dox amazing!

Very clever workaround. Definitely some very significant limitations. Does SmartSuite handle dynamic filtering?

@GarethPronovost

7 ай бұрын

Yes it does!

Creative workaround! Can't believe airtable don't have that yet🤦‍♂️what other dB solutions offer this feature?

@GarethPronovost

7 ай бұрын

SmartSuite allows for this out of the box!

Does SmartSuite have dynamic filtering natively?

@GarethPronovost

7 ай бұрын

Yes indeed it does ✅✅

Idea to address the last limitation: Move the 3rd automation step (unchecking) to the end and create a delay before it runs.

@GarethPronovost

7 ай бұрын

Does that open up a new set of limitations or am I thinking wrong?

@jodybruce9

7 ай бұрын

Yes, I should have said add a step to check all the Dynamic filter boxes in the Customer table after choosing a contact. I'll share a base with you in a bit where I've been playing with this feature. @@GarethPronovost