Question

I'm building my client portal.

I have a database for Clients, which is related to databases including Notes, Meetings and a couple others.

I created a template for new client. It uses self-referencing in the filters perfectly so I can only see their items on the Client page.

I'm creating notes for the clients. On that page, I'd like to have a list of all their action items (think of it from a 1:1 meeting). I have the client as a related field in the shared actions database.

How do I create a filter in the New 1:1 Notes template that automatically references the Client, or do I have to set that filter by hand with every new note (which would suck).

Note: I don't see an option to do the self-refencing filter like I do in the parent's filters.

Thanks.

Answer 1

Hi, if I understand you correctly, you're hoping to have the Notes template linked to your client page.

Every time you create a new note it'll automatically select the client.

For this, you'll need to create a template inside Client database where you create a linked database of the Notes template, this way you can filter it to your specific client.

Here's a short video on how you can do it:
https://www.loom.com/share/4fae8ecebf4a4419966272f67b7c6557?sid=381eabf2-5974-43a3-a5be-17687a9a1939