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Status Future consideration
Categories Features
Created by Karla Johnson
Created on May 31, 2022

When searching on a Custom Many to Many Relationship field, allow search by the parent object name

We have a Custom Table used within Goals to Define Key Results (table is called "OKRs (Key Results)"). We created for the Features a Many to Many relationship custom field that connects the Features to the OKRs custom table - field is called "Key Result(s) Supported" .

While editing the Feature, when trying to select a Key Result in the "Key Result(s) Supported" field, there is the ability to search by the name of the key result, however, there is no ability to search by the Goal name the key result is associated with. As you are doing the search, both the parent Goal name and the Key Results name show up in the list of values available, so why not allow the user to search by the Goal name to narrow the search for those Key Results that belong to that Goal. This will make a huge difference in the experience and eliminate errors in finding and selecting a key result.

2022-03-23 Update: This feature will be very valuable when the Many to Many custom goes across the entire account and is not limited to the workspace and product line. In the above example, we narrowed the definition to the workspace and product line, but we have other usages that it spans the entire account and makes it difficult to find the record you want to connect with.

The above description is the use case, and the only thing I add here is that often the users will know the parent object of the custom table record they are trying to connect to but they don't know all the records for it. Having the ability to narrow the search by the parent object name would be of great help.


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