CHANGELOG: October 1 / Create Documents and Whiteboards inside entities, Automatically link entities based on rules

[Matt_Blais]

@Chr1sG

So perhaps you would have an auto-link rule that says
“On creating a Task entity:
Link to the parent Project’s Client (if there is one) OR
Link to the parent Conversation’s Client (if there is one)”

Can we not do this with a Formula field? Not just at a entity creation time, but always “live”, so it would always reflect any changes.