Suggestion: A way to filter relation fields in forms (like Coda does)

Ideas & Features
1

Hey everyone,

First off, I’m really enjoying building things in Fibery! I’m trying to set up a workflow for my clients, but I’ve run into a little snag with forms that I’m hoping you could help with.

I’m creating a simple form for a client to submit new tasks. The form has a “Project” dropdown so they can link the task to their project. The problem is, this dropdown shows all of our company’s projects, not just the one or two that actually belong to that client.

It’s a bit confusing for them, and honestly, they sometimes pick the wrong project by accident. This means I have to go back and fix the entries manually to keep our data clean.

One feature I really miss from Coda is how they handle this. In Coda, you can apply a filter directly to the field itself. So you could tell a “Project” field to only ever show projects where Status is 'Active', for example. Then, any form you build with that field just automatically works, showing only the right options.

It would be absolutely amazing if we could do something like that in Fibery forms. Imagine if, right in the form editor, we could just add a quick filter to a relation field to say, “Hey, for this form, only show projects where the ‘Client’ is ‘Client X’”.

This would be a huge help in making our forms clean and completely error-proof for people outside our team.

Is this something that might be possible in the future?

Thanks for building such a great tool!

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2

Hey Gregorio!

This is actually already possible! Kind of…

See here: Fibery

The only thing is that these filters wont work in form views (maybe thats the point of this request? In which case, sorry!). They work in form popups though (when pressing the top right “New” in views). So you could potentially ask the clients to create entities like that instead of in a Form View.

This is only the case if you invite them into Fibery as members, as guests can’t create. If you do invite them in as members, you could limit their access to only be able to see their own projects.

The Form View is indeed missing a lot of functionality available in the internal popup forms right now:

  1. Relationship filter and sort
  2. Context
  3. Create a new entity when trying to link to one and it doesn’t exist
  4. The popup for “New entity create - Open” after creating in a form.
  5. “Create Multiple”

This is indeed an issue, just trying to offer viable solutions until it gets fixed / improved.

3

Hi Ron,

Thank you for your help. I need the filters to work on form views. For example, if someone click on a form link, this person will see only the filtered projects they are working.

I have one database that needs inputs from many people, but I don want these people seeing all other projects I have.

To overcome it, I’m removing the project option from the form, and I manually fill all of them.

Thank you.

1 Like