Was there any progress with this? Feels a bit painful to have to click into every task and set the relation when creating from a rich text editor. In the end, we created a separate table view for each entity, that was filtered to only contained “orphaned” tasks (e.g. one’s without a relation set). …

Here’s a little tip that can be used to speed up creation and linking of entities. Imagine that you have Projects, which are linked to multiple Tasks. You want to create a Task and simultaneously link it to a Project. You can add a symbols and extra text in the naming of the Task to indicate which…

Hi Chris, this is an interesting solution. I’m playing around with this at the moment, so will let you know how I get on. Thanks, L

Create and link in one action

Ideas & Features

Matt_Blais January 19, 2022, 11:13pm 4

1 Like

Topic		Replies	Views
When do Entities show up in Linked field when created in Entity Rich Text? Get Help	5	228	November 28, 2023
Turn off auto linking of entities Get Help	2	69	February 20, 2025
Allow create of auto-linked relations in automations Ideas & Features	21	188	February 10, 2026
Create entities with shared database connections inside content areas Get Help	4	42	March 27, 2026
Creating a new entity with name formula from rich text impossible? Get Help	11	554	June 5, 2024

Create and link in one action

Related topics