Shared Connection Filtering

Transcript Summary

Introduction

Hey everybody, it's Tadabase from Tadabase. Today, we are shining a spotlight on shared connection filtering.

Overview

This feature can be a bit complex, so bear with me. We have a bunch of job records, and each job connects to a company. When we're looking at the job details page, let’s say we want to add a new connected record into an additional table, like a job note.

These job notes are stored in a separate table, and they have a connection to the job and a connection to a user. We're assigning this note to a particular user. Now, what I want to do from the live application is to only show users who share the same connection as the company for the job I'm looking at.

Feature Details

This feature exists on detail pages. When we're looking at a job detail, we have access to that job's connected company. When I add a new record into another table, I only want to show users that share the same connection as the record that I'm currently viewing.

In the drop-down, you can see we have three users that I can pick from, but two of them are connected to a different company than the one I intend to connect to. The way we can fix this is by building this logic into the app.

Visualizing the Setup

Let's take a look at a graph to better understand what's going on. We have:

When adding a new job note, we only want to show users that share the same company connection as the job we're currently viewing.

Implementing in Tadabase

Now, let’s go over to the Page Builder and head to our job details page where we have this form. On the actual connection field where we select the user, we can add this new feature. It’s located under "Filter Records." We’re going to add a new rule that says, "Only show users where the user's company is connected with the current job's company."

Testing the Feature

Now, when I go back to this form and select it again, you’ll see it’s only showing me the users that share the same connection as the record on the detail page.

Conclusion

Thanks for watching! We'll see you on the next one.