I think option 1 is the same request as here: Show several context filters at the same time
But your idea of having it within filters would open up even more complex option.
A few thoughts on this:
- This is something that was on the roadmap for this year. So you might get lucky!
- Have you tried auto-linking? Ive found that you can get similar results to lookups, but with access to the full relation view instead of just the lookup view. There is a way in auto-linking to have “or” rules, but it’s a bit complex to set up. See details here: Auto-linking via a to-many relation [workaround]. Feel free to reach out if you need a hand!!
- If you do go the route of the lookups, you can add a formula field which then filters that lookup as your heard desires. But will never be as pretty and customizeable as a proper relation view (which gets exposed with auto-linking)
The down side with having a view with “or” context filters is that it’s harder/impossible to create tasks in that view… How would the system know which context filter to abide by on creation? Do you need to be able to create tasks in this view at all or is it okay if it’s view only?