Filtering views for each Customer MOC note template

[chriscflowers]

I want to show meetings notes in a base for each of my customers on their Customer MOC note.

I have many customers and potential opportunities I take notes for. I’d like to use bases to show a table of notes that are filtered on the company tag I have in the properties. But each time I update my specific view (Customers.base#Meetings), the update propagates to every MOC with that view. If I filter for Company A but go look at Company B MOC, I will see Company A in the base view.

Creating a view for each customer would be burdensome and unmanageable. Or maybe I am using the bases incorrectly?

Thanks!

[Guapa]

Hello.

If the MOCs are titled Company A, Company B, etc, and the note files link to those company names in properties, a simple filter like the one below should work when embedded in each MOC. All depends on how the MOCs and notes are structured and linked. Sure there will be a solution for you. I do something similar of keep track of books and quotes from different authors, and I don’t see data overlaps.

```base
views:
  - type: table
    name: Table
    filters:
      and:
        - file.hasLink(this.file.name)
```

[chriscflowers]

There may or may not be a customer’s name in the meeting title. I may have to add that to make this work I guess. But here’s my dilemma.

I have a meeting note with my tags for Company A.

Now I setup a view to filter for that company.

Then when I go to Company B and add a view I just see Company A notes. The view config isn’t unique to any one instance. It’s shared across the views.

[dawni]

To make the list change when you change notes, use this to refer to the current note. Try this filter:

company == this.file.name

[chriscflowers]

@dawni

this.file.name

I liked this idea, but it did not work for me unfortunately.

[dawni]

In the OBS Meeting note, you called the company “companyA” with no space and lower-case C. In the company note name, you called it “Company A” with a space and upper-case C. They would need to match.

One way to minimize those kinds of typos is to link to the company note in your front matter property instead of freely typing it:

Another thing to double-check: Are you sure your front matter tag is “#meeting” and not “meeting”, without the “#”? If you still don’t get results with the other fix, try removing the “#” from your “where tags contains” filter.

[Guapa]

I made a small test vault. Attached if you want it.

Companies and Meetings.zip (18.5 KB)

[dawni]

Another method:
From your screenshots, I think you have a company property in both the meeting note and the company note. And those strings match, e.g., “companyA”.

I assume that was to give yourself freedom to title the company notes whatever you want, like a nickname or short name. In that case, you could make the filter match the company property values instead of the note name:

company == this.company