Dynamic Filtering in Form

Airtable Questions
1

Hi guys,

I’m building a CRM on Airtable. That CRM has a form to add new contacts. This form boasts 2 linked record fields: a Contacts field and a Main Contact field.

I would like the Main Contact field to be dynamically filtered so that it displays only the contacts that were previously added by the user in the Contacts field. I’ve been trying to get this, but with no luck. I don’t think that’s possible as of yet in Airtable. Do you confirm this?

I know I could execute this with Fillout, but I’m trying to stay within Airtable as much as possible.

Thanks.

CleanShot 2024-11-13 at 18.59.54
CleanShot 2024-11-13 at 18.59.541262×490 59.9 KB

2

You should be able to to that natively in Airtable. Can you create a lookup field from Contacts on the Organization tab? You should then be able to use that lookup field as the filter in Dynamic filters.

3

@gwaki I managed to do that creating a Link to Itself field on the [Contacts] table and then using this as a dynamic filter on the Main Contact field on the [Organizations] table.