As I understand it currently, while it is possible to access the current entity fields when using a filter in an automation formula — i.e., a formula constructed for use in an action button or rule, where the current entity is referred to as the “
Step 1” entity — there is no such ability to do this when constructing a non-automation formula.
Is there a reason why this is so? Is there a way that such functionality can be added for use in a non-automation formula?
(NOTE: I wish to use such functionality so as to create a lookup (via formula) to return a single entity rather than by having to link that entity via a relation.)
To the extent that such functionality is not currently possible, I suggest this as a new feature.
Any thoughts or suggestions are appreciated. Thank you!
Can you provide a concrete example of what you want to do. It might be possible.
It sounds like you are describing the ordinary function of a Formula field, which can access the current entity’s fields, and return any of them.
Perhaps I don’t understand correctly?
I think the need is for being able to use ‘this’ entity in a filter, e.g if a Project has Meetings (many-to-many), and you want a formula for only those Meetings where the due date is later than one week after the Project start date.
The formula field in the Project should be something like
Meetings.Filter([Due date] > this.[Start date] + Days(7))
where ‘this’ refers to the Project itself
It’s not currently possible.
But sometimes there are workarounds, which is why I was curious for the concrete use case.
Is this is what we do with formulas like:
[Some Collection].Filter( <some criteria> ).Sort( [Creation Date] ).First()