When I add a new record in a view that has an active filter, the filtered field is not automatically populated with the filter value.
Use case
I have a CRM with four tables: Accounts, Contacts, Opportunities, and Pipelines. Each Opportunity must be linked to a Pipeline (Pipeline A, Pipeline B, etc.).
I created a filtered view of the Opportunities table that displays only records associated with Pipeline A. When I add a new record within this filtered view, I expect the Pipeline field to automatically be set to “Pipeline A” since that’s the active filter.
The same goes for groups: when I add a record at the bottom of a group (e.g. Status) I would expect that record to automatically be assigned that Status.
I cannot reproduce your behavior.
Also: If the filter column was not auto-populated, the new row would be filtered out as per your filter rule. You wouldn’t see any new row.
Hi @fpiovesan,
I was able to see the video but I can’t reproduce your issue: when I click the + button on the bottom-left corner of a group to create a new row, it actually directly creates a new row without opening the edit modal as it is the case in your video. Is this behaviour (directly opening a modal window) specific to Arc browser? Did/Do you have the opportunity to test this on another browser?
However, please note that in my case, setting the default value for the filtered link-type column works only if I define the filter directly in the view (in the top toolbar) and not in the app settings (right panel). For the group, I get the default value wherever I set the grouping rule.
I was able to watch the video, and maybe this helps to find a possible misunderstanding:
@fpiovesan the filter you are setting is NOT a display filter, but a “preset filter“. Which means that the data is never pulled from the server for this view (a very important feature of Apps in terms of data protection and performance). Therefore, a different logic applies.
Basically, how should the add action populate the column, when the relevant data to populate it with is not in the App?
Thank you all for the answers.
I am sorry the video did not work for some of you.
Thanks, this helps clarify the situation a bit.
If I understand correctly, I should filter within the app settings only to avoid pulling non relevant data from the server.
But can I use the filter within the app view’s toolbar to make sure that the new record is populated with the corresponding values for that field?
Eg. in my case, I could set this second filter to “Pipeline A”, so when a new record is added to that view, that record’s pipeline field is automatically populated with “Pipeline A”
I tried and, when I click on the “+” button at the bottom of the view, the modal still opens an empty record form where the Pipeline field has not been populated
