[{"data":1,"prerenderedAt":180},["ShallowReactive",2],{"/updates/2026-06-02-filter-records-by-their-relationships-with-hierarchical-filters":3,"surround":175},{"id":4,"title":5,"body":6,"date":153,"description":154,"extension":155,"head":156,"meta":157,"navigation":163,"path":164,"schemaOrg":156,"screenshot":165,"screenshotMargin":166,"seo":167,"sitemap":168,"stem":169,"tags":170,"__hash__":174},"updates/updates/2026-06-02-filter-records-by-their-relationships-with-hierarchical-filters.md","Find records across connected hierarchies",{"type":7,"value":8,"toc":144},"minimark",[9,13,18,21,25,48,52,93,97,117,121,135],[10,11,12],"p",{},"Finding every project under a parent initiative, or every person who reports up to a particular manager, used to mean exporting data or building awkward chains of filters. When your records are organised in a hierarchy, those connections matter, and now Kinabase can follow them for you.",[14,15,17],"h2",{"id":16},"whats-new","What's new:",[10,19,20],{},"Kinabase now supports hierarchical filters, a new way to find conected records based on where they sit in a hierarchy. Choose the record you want to start from, such as a top-level project, manager, category or team, and Kinabase can find the related records above or below it. This works with fields that link records in the same collection (self-linking fields), such as Parent Project, Manager or Parent Category.",[14,22,24],{"id":23},"why-it-matters","Why it matters:",[26,27,28,36,42],"ul",{},[29,30,31,35],"li",{},[32,33,34],"strong",{},"Find everything in a hierarchy"," and see all the records under a chosen parent, or all the records above a chosen item, without building several filters by hand.",[29,37,38,41],{},[32,39,40],{},"Start from the record that matters"," by choosing the project, person, category or team you care about, then letting Kinabase find the related records for you.",[29,43,44,47],{},[32,45,46],{},"Use the structure you already have"," since hierarchical filters work with self-referencing fields like Parent Project, Manager or Parent Category, so there is no need to change how your data is organised.",[14,49,51],{"id":50},"how-it-works","How it works:",[53,54,55,62,72,75,82],"ol",{},[29,56,57,58,61],{},"Open any collection filter, view, report, field-level or automation condition and click ",[32,59,60],{},"Add filter",".",[29,63,64,65,68,69,61],{},"Search for self-linking field, and select an option from the available dropdown options like ",[32,66,67],{},"Has Parent"," or ",[32,70,71],{},"Is Parent of",[29,73,74],{},"Pick one or more starting records in the picker that opens.",[29,76,77,78,81],{},"Tick ",[32,79,80],{},"Match at any level"," to follow the self-link through every level of the hierarchy.",[29,83,84,85,88,89,92],{},"Click ",[32,86,87],{},"Add"," to create the filter, or ",[32,90,91],{},"Save"," when editing one.",[14,94,96],{"id":95},"when-to-use-it","When to use it:",[26,98,99,105,111],{},[29,100,101,104],{},[32,102,103],{},"Operations managers"," can find every project or task under a top-level programme, even when the work is split across several layers of sub-projects.",[29,106,107,110],{},[32,108,109],{},"HR teams"," can see everyone who reports up to a chosen leader, across the full management chain.",[29,112,113,116],{},[32,114,115],{},"Sales teams"," can filter products under a category and its sub-categories, keeping views focused on the right part of the catalogue.",[14,118,120],{"id":119},"get-started","Get started",[10,122,123,124,126,127,130,131,134],{},"Open any collection or saved view, click ",[32,125,60],{},", and look for the new ",[32,128,129],{},"Has"," and ",[32,132,133],{},"Is of"," options for your self-linking fields.",[10,136,137,138,143],{},"If you have questions or feedback, we would love to hear from you. Email ",[139,140,142],"a",{"href":141},"mailto:support@kinabase.com","support@kinabase.com"," — we're listening.",{"title":145,"searchDepth":146,"depth":146,"links":147},"",2,[148,149,150,151,152],{"id":16,"depth":146,"text":17},{"id":23,"depth":146,"text":24},{"id":50,"depth":146,"text":51},{"id":95,"depth":146,"text":96},{"id":119,"depth":146,"text":120},"2026-06-02T00:00:00.000Z","A new filter type lets you pick records and instantly find everything linked to them, including connections that travel through a chain of relationships.","md",null,{"readingTime":158},{"text":159,"minutes":160,"time":161,"words":162},"2 min read",1.85,111000,370,true,"/updates/2026-06-02-filter-records-by-their-relationships-with-hierarchical-filters","/updates/2026/2026-06-02-find-records-across-connected-hierarchies.png",false,{"title":5,"description":154},{"loc":164},"updates/2026-06-02-filter-records-by-their-relationships-with-hierarchical-filters",[171,172,173],"Filter","Record","Collection","VeoP1qK8PhZ3KvfnDL49nKzeePc5zqeRs5sM3OOf5W4",[176,156],{"title":177,"path":178,"stem":179,"children":-1},"Export folder paths to align SharePoint with your collections","/updates/2026-05-29-export-folder-paths-to-align-sharepoint-with-your-collections","updates/2026-05-29-export-folder-paths-to-align-sharepoint-with-your-collections",1780394813415]