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  • Filtering in views difficult when records have the same name

    When trying to filter in a view, especially by lookup, it is difficult to pick the correct record if there are multiple records with the same name.

    Previously, in the legacy UI, the lookup view popped up. Making it possible to see other fields at the record and thereby picking the correct record out of multiple with the same name.


    You could argue that one could just add those other fields to the view as well. But you do not always want them there and there are scenarios when that doesn´t help either.


    Some ideas here that would improve the experience:

    • Make it possible to choose if the filter options for a column should only contain records that's actually listed in the view.
    • Related to above: Make it possible to choose whether filtering on one column should be applicable on other columns. As an example: A view of contacts has 2 lookup columns, account and county. If you do filter by account and then wan´t to filter by county - only the counties that´s related to the already, by account, filtered contact records should be visible to pick from.
    • Make it configurable so that multiple fields from the related record can by visible when filtering the column. Making it easier to pick the right record.