Filter from other table

Application Builder
1

Hi. Is it possible to create a filter in an application builder table from a linked database table?

I have a table for users and a table for cases. I want to let application users filter cases based on the connected user for those cases in a application builder table, but the filter field seem to be inactive and unavailable:

image
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2

Hi @patrick,

Iā€™m afraid at the moment the following field types are not filterable:

  • Link to table
  • Created by
  • Modified by
  • Collaborators

We hope to improve upon them in the future, but at the moment you will see ā€œUnavailableā€ when you hover over their checkboxes.

Cheers,
Peter Evans

3

Ok, thank you for the quick reply! Any workarounds for this? I tried to add a formula and a lookup field to duplicate the value to another field type but that didnā€™t work.

4

Hi @patrick,

I asked our specialist, @frederikdc about this, and he suggested that you create a rollup or formula field that converts the primary field (the first one on the left in your ā€œBehandlerā€ table) to a single text field. You can then allow logged-in users to filter upon that single text field from the application builder.

I hope this helps!

Cheers,
Peter Evans

5

Thanks for the suggestion. I couldnā€™t figure this out using a rollup or formula field, but I added automation using webhook and Make to duplicate the value from the link to table-field to a single select-field which Iā€™m able to filter on in the application builder.

6

Sorry to hijack this thread, but I thought it might be better than starting a new one as I think Iā€™m having the same issue, and I must be doing something wrong when trying to follow your adviceā€¦

I have 2 linked tables: Policies and Customers

  • I have created a rollup field in ā€œPoliciesā€ with the function ā€œmaxā€ to look up the CustomerID form the Customers table
  • In the App Builder, when I create a table using ā€œPoliciesā€ as my data source, I cannot filter by CustomerID
  • So I created a formula field which is basically totext(field('Customer ID')). But I still canā€™t filter by that in the App Builder.

What am I doing wrong?

Thanks in advance.

7

The totext function is still actually going to return an object rather than a string that you are expecting. Could you test the formula `join(field(ā€˜Customer IDā€™),ā€˜,ā€™) to see if this works as youā€™d expect?

8

Thanks for the reply. I tried a few options:

join(field('Customer ID'),',') failed with error: ā€œError with formula: argument number 1 given to function join was of type number but the only usable type for this argument is a list of text values obtained from a lookup.ā€

join(totext(field('Customer ID')),',') also failed with error: ā€œError with formula: argument number 1 given to function join was of type text but the only usable type for this argument is a list of text values obtained from a lookup.ā€

So I tried creating a lookup field called cust-id insread of using a roll-up as my souce field. So my formula was now join(totext(field('cust-id')),','). This actually worked, but I still canā€™t filter by that field:
image

9

Hi @cwinhall or @olgatrykush , sorry to bug you, but do you have any ideas about this?

10

@cwinhall or @picklepete any ideas on what is going wrong here? :thinking:

1 Like
11

Hi @spook ,
I tried it myself and for the first moment it looks like if I have the same problem: within the backend of the Application builder the checkboxes for Customer-ID canā€™t be activated (more precise: they donā€™t react to a mouse click)

BUT: At the moment I wanted to give up I noticed that nevertheless a new FILTER-Button has appeared left top of the table. I switched to ā€œpreviewā€-mode and found that the filter worked as expected.
See also Screenshot.

Is it a table within the Application Builder that you would like to add a filter? Have you checked if you can filter for the customer-ID ALTHOUGH you canā€™t click the check-box (more precise: it looks like if you canā€™t click)

Filter_for_table
Filter_for_table1422Ɨ604 47 KB

12

Thanks for your reply @be_Berlin. I checked and unfortunately, that isnā€™t the case for me. I can filter by other fields, and the ā€œFilterā€ button appears, but I still canā€™t filter by the Customer ID. In fact, if I hover over the toggle to filter it, it says ā€œUnavailableā€.

13

Hello everyone, apologies for the slow reply.

Since the launch of the application builder external user sorting/filtering feature, the following fields have not been supported for filtering:

  1. Link to table
  2. Created by
  3. Modified by
  4. Collaborators

In a repeat, or table element, if you wish to applying filtering on those fields, you will see an ā€œUnavailableā€ label appear ontop of a disabled checkbox.

This is because we have some technical limitations in the application builder that prevent those field types from working correctly, they will require more development to be fully supported.

Itā€™s also worth remembering that if you construct a formula, where the resulting field type becomes one of those 4 fields, you will still be unable to filter upon it.

@spook - based on this:

So I tried creating a lookup field called cust-id insread of using a roll-up as my souce field. So my formula was now join(totext(field('cust-id')),',') . This actually worked, but I still canā€™t filter by that field:

That formula must resolve into one of those 4 fields, which means youā€™re unable to filter upon it, thatā€™s why the checkbox is disabled.

Hopefully at some point we will be able to dedicate some resources to this problem and fully flesh out external user filtering for all fields, but in the meantime we have to leave this ā€œUnavailableā€ label in place, please accept my apologies for the inconvenience!

Cheers,
Peter Evans

14

Thanks Peter. Can you think of any way I can make a formula that will allow me to filter it?

1 Like