Hi folks! I’m stuck with a problem in my Airtable setup for a franchisee dashboard. I want each franchisee to see only their tasks, but I can’t get the filtering to work right.
My setup:
Franchisee Contact table (names and emails)Franchisee Tasks table (linked to contacts)- Dashboard with a Record Picker for franchisees
- Task List component
The issue is that I can’t link the Record Picker to filter the Task List dynamically. When I try to set up the filter, I only get static options for franchisee names. There’s no way to connect it to the Record Picker.
I’ve checked that:
- The link between tables is correct
- Record Picker is set to “Viewer’s records only”
- All records have proper names
I’ve seen tutorials where you can add a dynamic filter option, but that’s not showing up for me. Am I missing something obvious? Any ideas on how to make this work?
Thanks for any help you can give!
I’ve been through this exact scenario with my franchise management system in Airtable. What finally cracked it for me was setting up a custom ‘Current User’ field in the Franchisee Contact table. This field uses the USEREMAIL() function to automatically populate with the logged-in user’s email.
Then, in the Franchisee Tasks table, I added a lookup field to pull in this ‘Current User’ email from the linked Franchisee Contact. For the dashboard filter, I used this lookup field and set it to ‘is Current User’.
This approach ensures that each franchisee only sees their own tasks without any manual filtering. It’s been running smoothly for months now. Just make sure your franchisees are logging in with the correct email addresses that match your Franchisee Contact table.
If you’re still stuck, Airtable’s scripting feature can offer more advanced solutions, but this method should work for most setups without getting too complex.
hey charlottew, have u tried using a lookup field? create one in ur Franchisee Tasks table that pulls the email from Franchisee Contact. then use that for filtering instead of the linked record. it worked for me when i had a similar issue. good luck!
I encountered a similar issue when setting up a franchisee dashboard in Airtable. The solution that worked for me was to use a formula field in the Franchisee Tasks table. Create a new formula field that references the linked Franchisee Contact. Then, in your dashboard, set up the filter on the Task List component to use this formula field instead of trying to filter directly on the linked record.
For the formula, you can use something like: {Franchisee Contact}. This will display the name of the linked franchisee. Then, in your Task List filter, you can set it to ‘Where Formula Field is exactly Record Picker’. This approach creates a text-based filter that can be dynamically updated based on the Record Picker selection.
Remember to also set appropriate permissions so franchisees can only see their own records. This combination should give you the dynamic filtering you’re looking for without relying on the sometimes finicky linked record filtering in dashboards.