Is there a specific reason we cannot have auto-link conditions other than “=”?
For my use case I would need larger or smaller than comparisons with date fields and regex / “contains” capabilities:
If cost center (booking) = cost center (budget category line)
Booking date (booking) >= period start (budget category line)
Booking date (booking) <= period end (budget category line)
Cost element (booking, string) [is within] Concat cost elements (budget category line)
Use case simplified explanation:
I am testing grant reporting capabilities within Fibery.
Each Grant (= separate Cost Center) has reporting periods, and those have budget category lines.
Now each imported booking should be linked to the correct budget category line. This is not possible within one step, because access to DB/entities within formula is limited to DB/entities which are already somehow linked.
As a work-around, in my bookings DB, I have a “Budget Category Lines step 1” relation field auto-linking a large subset of Budget Category Lines to then further filter in step two.
Currently I can only link by: Booking Cost Center = Budget Category Line Cost Center.
However this already links hundreds of Budget Category Lines to each booking, as it links everything which has the same cost center without any other filters.
Only in the next step I can filter via formula:
Take step 1 collection but filter so Cost Element and booking date match accordingly.
It works, but this is probably sub-optimal, linking hundrets of entities to 50k+ entities (bookings), then calculate from there…