More filtering/targeting options for linking records

NotionApps Roadmap
1

Hey,
Are are some cases that I would like to be able to achieve.

Case 1:

  • I’m logged in as a Coach.
  • I have a page where I see all my coachees
  • I select one Coachee, let’s say Marta
  • I add one Objective for the Coachee
  • Within this objective I define one action (which is link to the objective)

I would like this action to have the relation “Coachee” completed automatically with “Marta” - The value should comes from the Objective record which is linked to Marta

Case 2:
I’m logged in as a Coach
I select Marta
In Marta’s page, I have a list of actions defined for Marta
Some action has been defined independently from Marta’s objectives
I select one action in order to assign an objective
In the objective list, I would like to see only Marta’s objectives and not all objectives for all my coachees.

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This request is on the roadmap. Status: not started.

Vote on this thread to tell us whether we should re-prioritize it. We pay attention to the votes.

Problem

A coach opens Marta’s objective and adds an action. The new action should already be linked to Marta, because the objective is linked to Marta. Today the coach has to set that relation by hand.

A second case in the same thread, showing only Marta’s objectives when assigning an objective from Marta’s page, is already possible by filtering the related list to the current record.

Who it is for

Makers whose child rows should inherit a relation from the parent they were added under. Coaching is the example: Objective belongs to a Coachee, and a new Action under that Objective should belong to the same Coachee.

What happens today

The add form for the child does not copy a relation from the parent record. The person picks the parent relation again. Filtering a related list to the current record is already available, so the picker can be limited to Marta’s objectives. Filling Coachee on the new Action is the remaining gap.

Filter lists with the current record.

Requirement

When a person adds a child row from a parent record, the maker can choose a relation on the child that should copy from the parent.

In the example, Action is added from Objective, and Coachee on the new Action is set to the Coachee on that Objective. The person can still change it before saving if the field is editable. If the parent has no value, the child field stays empty.

The same rule works for any parent and child the maker connects, not only Coachee.

Out of scope

This does not change rows already saved. It does not overwrite a value the person has edited. The related-list filter already shipped, and this item does not replace it.

Success criteria

  • From Marta’s objective, a new action is created with Coachee already set to Marta.
  • From another coachee’s objective, the new action receives that coachee, not Marta.
  • If the objective has no coachee, Coachee on the new action is empty.
  • If the person changes Coachee before saving, the saved action keeps their change.
  • A list of objectives opened from Marta can still be limited to Marta’s objectives with the filter that already exists.