@Chr1sG I think “How can I display References in my Board and Feed views?” seems like the closest.
My sandbox board has 3 databases - Customers, Conversations and Insights
We add new customer conversations to ‘conversations’ and have a relationship field linking to the relevant customer.
If any conversation notes are highlighted, we link those to existing/new entities on the insights DB.
The insights DB has a relation column to conversations and a lookup column for the client(s) linked to the conversation.
Currently the Insights entities only display the list of references and I’d like to automatically populate the relation fields for conversations and clients (with the lookup, this automatically adds a client when a conversation is linked).
I’d like to know how to write the script for the above if possible?
This is the script, but you’ll need to change the SPACE NAME to be correct, at least. Maybe also the database name (Conversation in the example below) and the field name that is used for linking Conversations to an Insight (Conversations in the example below):