Hello,
It would be great to be able to add a filter on relation fields. Let say that I want to create a relation between DB A and DB Contacts. On my DB A Contact field, I only want my Users to see a specific type of Contacts and not all.
This permit to use the same Contact DB for every contacts and adapt the available values based on the usage of the DB A.
Is that useful?
Unfortunately not. This is a filter and sort at the user level and what I’m looking for is filtering upstream so the end user cannot see some contacts at all.
But I realize that the users still have access to the entities so even if some Contacts are hidden upstream, the end user can still find every Contacts by doing a search. So perhaps I will need to create a separate DB for every usage…
Alternatively you can use Group Permissions and add some Group to contact to show/hide it
Yes, I thought of that, but it’s becoming a bit complicated to manage.
I will think about it.
Thanks for your help.
I’m not clear on what you are saying.
Relation filters can be set so the user is totally prevented from seeing other contacts (by toggling off the Show other Contacts option)
Is the problem that you want the filtering to be different per-user?
Sorry if I misunderstood something.
Imagine that you want to build a Software space. You create a field Contact (person who requested the software) and another field Coordinator (the responsible of the Contact). This 2 fields are linked to the same database, let say : People, and my Contacts database have a Role field to indicate if the people have a Staff, Coordinator or another role.
When the user assign a Contact or a Coordinator, I want the values to be filtered already. If I click on Coordinator I will only see the People with a Coordinator Role and the user cannot find people on this field that does not have this role.
I’m not able to find the explanation of the purpose of this field. Is it on any guide ?
This sounds exactly like a use case that relation filters were designed for.
See here for the Show other … option info
I did some tests and yes, that’s what I’m looking for.
Many thanks !