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Table Elements: Restricted Connection Filters

Use Restricted Connection Filters to control which connected records appear in a dropdown when users edit a connection field inline in a Table Element.

What You'll Learn

Restricted Connection Filters let you limit which records appear in a connection field dropdown when a user edits that field inline in a Table Element. This keeps your data consistent and prevents users from selecting irrelevant connected records.

Requirements

Two conditions must be met before you can configure Restricted Connection Filters:

  1. Inline editing must be enabled on the Table Element. See Adding Inline Editing to Tables.
  2. The column must use a connection field from the Table's source table.
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Note

If you don't see the Filters option in a column's Inline Edit Options, check that both conditions above are met and that Allow inline editing is toggled on for that column.

Configuring Restricted Connection Filters

Restricted Connection Filters are configured at the column level inside Column Properties.

  1. Click the connection field column in the Table preview to select it
  2. Select the pen icon in the column toolbar to open Column Properties
  3. Expand Inline Edit Options
  4. Under Filters, select + Filter
  5. Set the field, operator, and value for your filter condition
  6. Select Save

You can add multiple filters. Only connected records that match all active filters will appear in the dropdown when a user edits that field inline.


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Note

These filters only affect the inline edit dropdown for this column. They don't affect how records are displayed in the Table or any other filtering behavior.

How It Works in the Live App

Here's an example from a Technical Assistance Tracker. The TA Activities table has a Lead LETA column — a connection field that links each activity record to a user in the system.

Without a filter, a user editing the Lead LETA field inline would see every user record in the dropdown, including inactive ones. To keep the options relevant, a Restricted Connection Filter is configured on the Lead LETA column: User Status is active.

Now when a user edits the Lead LETA field inline, only users with an active status appear in the dropdown. Inactive users are excluded automatically, without the builder needing to maintain a separate list.

The filter reflects current data at the time of editing — if a user's status changes in the database, the dropdown updates automatically.

Next Steps

Updated 8 days ago