# Automatically linking with formulas

**URL:** <https://community.fibery.io/t/automatically-linking-with-formulas/5891>\
**Category:** Ideas & Features\
**Tags:** automations\
**Created:** [February 22, 2024, 9:56pm UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891 "2024-02-22T21:56:01Z")\
**Posts on this page:** 17\
**Page:** 1

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**Author:** ![cannibalflea](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/cannibalflea/32/318_2.png) [@cannibalflea](https://community.fibery.io/u/cannibalflea)\
**Post date:** [February 22, 2024, 9:56pm UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/1 "2024-02-22T21:56:01Z")

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I am wondering if any thought has been given to allow use of formulas to drive the auto linking within relations. I think the auto linking feature is fantastic (maybe sometimes forgotten). However, one of the things I wish was possible was to set the filters using formulas.

The work around is obviously to create two formula fields on either side and then link based on those. However, this goes against my effort to try and limit the number of helper fields I create (which might be an irrational stance in the grand scheme of things).

I know this will likely not be a priority since there is already a work around and may need the whole formulas in filters work as a foundational piece, but thought I should try and get it on the list.

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**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\
**Post date:** [February 22, 2024, 11:10pm UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/2 "2024-02-22T23:10:33Z")

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> [@cannibalflea](#):
>
> However, one of the things I wish was possible was to set the filters using formulas.

I guess you mean using formulas for either side of the matching rules, right?  
I think they’re not technically filters.

> [@cannibalflea](#):
>
> I know this will likely not be a priority since there is already a work around

I think you’re probably right on this I’m afraid to say, but if we’re lucky, yes, any work on developing the technical foundations for formulas in view filters might have the side-effect of enabling this feature at low development cost, who knows.

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**Author:** ![cannibalflea](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/cannibalflea/32/318_2.png) [@cannibalflea](https://community.fibery.io/u/cannibalflea)\
**Post date:** [February 22, 2024, 11:15pm UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/3 "2024-02-22T23:15:35Z")

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> [@Chr1sG](#):
>
> I guess you mean using formulas for either side of the matching rules, right?  
> I think they’re not technically filters.

Yes, exactly, using formula results on one or both sides to do the matching.

> [@Chr1sG](#):
>
> formulas in view filters might have the side-effect of enabling this feature at low development cost, who knows

😁

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**Author:** ![njyo](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/njyo/32/923_2.png) [@njyo](https://community.fibery.io/u/njyo)\
**Post date:** [February 23, 2024, 7:56am UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/4 "2024-02-23T07:56:50Z")

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> [@cannibalflea](#):
>
> However, this goes against my effort to try and limit the number of helper fields I create (which might be an irrational stance in the grand scheme of things).

I don’t think that’s an irrational stance at all. At least not until there is a configuration/admin mode and a usage mode. Because all the helper fields create complexity that makes maintenance harder in the long term. In this case it will create further coupling that is more likely to break at some point.

In our workspace I definitely have reached the complexity where flexing things over time becomes a game of jenga as I don’t necessarily remember why I set up certain things like a year or more ago.

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**Author:** ![Matt\_Blais](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/matt_blais/32/1464_2.png) [@Matt\_Blais](https://community.fibery.io/u/Matt_Blais)\
**Post date:** [February 23, 2024, 3:46pm UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/5 "2024-02-23T15:46:18Z")

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> [@njyo](#):
>
> over time becomes a game of jenga as I don’t necessarily remember why I set up certain things like a year or more ago.

Thus the need for a way to add “dev notes” to DBs and their fields (beyond the existing “field description”). This is especially true for Automations, as right now the only way to document your Automations is in javascript comments.

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**Author:** ![Tommy\_Hedley](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/tommy_hedley/32/6468_2.png) [@Tommy\_Hedley](https://community.fibery.io/u/Tommy_Hedley)\
**Post date:** [February 23, 2024, 4:20pm UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/6 "2024-02-23T16:20:25Z")

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I ended up copying the Fibery Guide template and adding a whole ‘Process/Automations’ section just to try and solve this problem. It’s surprisingly easy to end up with 20-30 automation per DB and if you’re bad at writing script comments (like I am) it becomes are real pain to ID and modify things.

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**Author:** ![cannibalflea](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/cannibalflea/32/318_2.png) [@cannibalflea](https://community.fibery.io/u/cannibalflea)\
**Post date:** [February 23, 2024, 7:26pm UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/7 "2024-02-23T19:26:14Z")

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I wanted to also **add another part to this request** :

Currently, while the auto linking allows users to define multiple rules, it imposes an AND logic to the rules. Therefore there is no way to specify if all conditions need to match (AND) or just one (OR). Since filters already include the ability to define AND/OR logic as well as filter groups, it would be great to introduce that concept to the auto linking feature.

To make the process complete for cases where the relation is 1-1 but multiple items match, it would be great to be able to also define sorting rules to guide fibery which item to choose (right now I think it just goes with internal rank).

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**Author:** ![interr0bangr](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/interr0bangr/32/8089_2.png) [@interr0bangr](https://community.fibery.io/u/interr0bangr)\
**Post date:** [February 23, 2024, 10:23pm UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/8 "2024-02-23T22:23:23Z")

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> [@cannibalflea](#):
>
> Currently, while the auto linking allows users to define multiple rules, it imposes an AND logic to the rules. Therefore there is no way to specify if all conditions need to match (AND) or just one (OR). Since filters already include the ability to define AND/OR logic as well as filter groups, it would be great to introduce that concept to the auto linking feature.

I would setup almost everything as auto-links if they had the same conditional logic filtering as rest of fibery!

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**Author:** ![YvetteLans](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/yvettelans/32/6101_2.png) [@YvetteLans](https://community.fibery.io/u/YvetteLans)\
**Post date:** [February 24, 2024, 7:29pm UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/9 "2024-02-24T19:29:32Z")

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> [@interr0bangr](#):
>
> I would setup almost everything as auto-links if they had the same conditional logic filtering as rest of fibery!

Same! It’s more robust than automations since user can’t unlink the relation by accident.

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**Author:** ![Mathieu\_24](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/mathieu_24/32/9984_2.png) [@Mathieu\_24](https://community.fibery.io/u/Mathieu_24)\
**Post date:** [September 10, 2024, 6:22am UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/10 "2024-09-10T06:22:45Z")

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via a formula column, call up another entity and filter directly on it to create an automatic relationship

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**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\
**Post date:** [September 10, 2024, 7:33am UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/11 "2024-09-10T07:33:23Z")

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Can you please explain what this means, maybe with an example.

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<div class="post-metadata">

**Author:** ![Mathieu\_24](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/mathieu_24/32/9984_2.png) [@Mathieu\_24](https://community.fibery.io/u/Mathieu_24)\
**Post date:** [September 10, 2024, 8:04am UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/12 "2024-09-10T08:04:59Z")

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Yes for exemple :

- All devis check the conditionnal filter is auto link  
 ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/e/e45d14b89bc1b7dc759279412817ee8da4803e98.png)

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<div class="post-metadata">

**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\
**Post date:** [September 10, 2024, 8:09am UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/13 "2024-09-10T08:09:05Z")

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Is it the same as this:

> [@Automatically linking with formulas](https://community.fibery.io/t/automatically-linking-with-formulas/5891):
>
> I am wondering if any thought has been given to allow use of formulas to drive the auto linking within relations. I think the auto linking feature is fantastic (maybe sometimes forgotten). However, one of the things I wish was possible was to set the filters using formulas. The work around is obviously to create two formula fields on either side and then link based on those. However, this goes against my effort to try and limit the number of helper fields I create (which might be an irrational …

?

Or is it specifically a request to allow linking based on a comparison other than ‘equals’?

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<div class="post-metadata">

**Author:** ![Mathieu\_24](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/mathieu_24/32/9984_2.png) [@Mathieu\_24](https://community.fibery.io/u/Mathieu_24)\
**Post date:** [September 10, 2024, 8:24am UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/14 "2024-09-10T08:24:07Z")

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Yes, it’s the same thing, sorry for the duplication. I need an automatic relationship with a simple formula (call from another database).  
But if possible more options:  
\<= or \>= or !=  
and OR AND choice

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<div class="post-metadata">

**Author:** ![Oshyan](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/oshyan/32/11431_2.png) [@Oshyan](https://community.fibery.io/u/Oshyan)\
**Post date:** [October 3, 2024, 9:16pm UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/15 "2024-10-03T21:16:08Z")

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Should this be merged with the other one then?

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<div class="post-metadata">

**Author:** ![Illusory](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/illusory/32/10403_2.png) [@Illusory](https://community.fibery.io/u/Illusory)\
**Post date:** [February 20, 2025, 9:49pm UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/16 "2025-02-20T21:49:46Z")

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Please yes. There are some workarounds but this would be great.

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**Author:** ![mdubakov](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/mdubakov/32/10_2.png) [@mdubakov](https://community.fibery.io/u/mdubakov)\
**Post date:** [April 16, 2026, 1:16pm UTC](https://community.fibery.io/t/automatically-linking-with-formulas/5891/17 "2026-04-16T13:16:45Z")

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auto-linking got more operators today

> [@April 16, 2026 / gorilla Automatically link entities with more operators, Text color in rich text, Filter and sort relation selectors in Forms, Share with all users with a particular email domain](https://community.fibery.io/t/april-16-2026-automatically-link-entities-with-more-operators-text-color-in-rich-text-filter-and-sort-relation-selectors-in-forms-share-with-all-users-with-a-particular-email-domain/10744):
>
> A bulky release today with some quality of life improvements and… zero AI features (not sure whether it is good or bad though smiling_face_with_tear). Automatically link entities with more operators Before, you could use only = when describing Automatic Link Rule for a Relation Field. We extended the list of allowed operators. Now you also have: For Relation Fields: to-one relation is in to-many relation For Text Fields: starts with, ends with, contains For Date Fields: date field is within …
