Context Filter: "Current entity" in complex filter

Ideas & Features
1

We have a CRM in Fibery which includes organizations, individuals, grant proposals, and tasks that can be associated with either.

I’d love to be able to have an organization’s Tasks view display tasks attached not only to the organization itself, but also to any individuals and grant proposals related to it.

Right now there are two paths which almost work, but not quite:

  1. The “Tasks” view on the Organization entity page: I’d love to replace the “Context filter”:
    “Show only Tasks related to [current entity] through selected path” with a more complex filter: “where Tasks is related to [current entity] OR Tasks is related to [current entity] → Individual OR Tasks is related to [current entity] → Grant Proposal”. Unfortunately, in such a complex filter, I can only select a specific Organization - I cannot specify “current entity” as a wildcard.
  2. I can create a couple of Lookup fields on Organization for Individuals → Tasks and Grant Proposals → Tasks. Unfortunately, a Lookup field does not allow me to control its display or filters - for example, I have no way to display only tasks that are due, or that are not completed.

Is there any workaround?

2

I think option 1 is the same request as here: Show several context filters at the same time

But your idea of having it within filters would open up even more complex option.

A few thoughts on this:

  1. This is something that was on the roadmap for this year. So you might get lucky!
  2. Have you tried auto-linking? Ive found that you can get similar results to lookups, but with access to the full relation view instead of just the lookup view. There is a way in auto-linking to have “or” rules, but it’s a bit complex to set up. See details here: Auto-linking via a to-many relation [workaround]. Feel free to reach out if you need a hand!!
  3. If you do go the route of the lookups, you can add a formula field which then filters that lookup as your heard desires. But will never be as pretty and customizeable as a proper relation view (which gets exposed with auto-linking)

The down side with having a view with “or” context filters is that it’s harder/impossible to create tasks in that view… How would the system know which context filter to abide by on creation? Do you need to be able to create tasks in this view at all or is it okay if it’s view only?