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Setting a double filter on metadata

Former Member
Former Member
Hi,

I'm searching for a good method to implement a double filter when selecting a metadata.

In my example, when I create a new document I have :
- a first metadata "Customer",
- a second metadata "Project",
- a third metadata "Response to".

Response to is a list of documents existing in my vault.
However in default config, I've only been able to filter these documents either by Customer (regardless of the project) or by Project (regardless of the customer).

Can anyone help me finding a way for my user to view in that list only the documents of a given Customer for a given Project?

That would help us significantly.
Regards,
  • Not sure that it will work, but have you tried to use "(automatic filtering)"?
  • Former Member
    Former Member
    Unfortunately, in my case, (automatic filter) won't apply any filter at all, regardless of all other metadata I select.
    Thanks anyhow.
  • Hi

    I'm not sure what you're asking for is possible. But, it seems to me that you'd have a one-to-many relationship between customers and projects - one customer can have many projects, but a project will only ever pertain to one customer. If you can confirm that this is the case, then you'd only need filter the documents by project. Projects could also be filtered by customer, though this would have no bearing on the documents displayed in the list when a project is selected.

    If a project can be linked to many customers, however, then this won't work.
  • Former Member
    Former Member
    Unfortunately, we're in the second situation: a project can be linked to several customers, and each customer can be linked to several projects.

    It seems that what I ask for is impossible.
    If someone from M-Files team reads this thread, please consider a possible improvement regarding this matter?

    Regards
  • You could always put a suggestion in yourself in the Feature Requests and Wishes forum.

    If there is a way around it, I'd expect Craig or Mika would be the ones who know.
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