In some cases I’ve created something as the wrong type but didn’t realise why for a while, after having referenced it in a few places. One solution here would be to create the entity as the correct type, and then manually replace all references to it. A bit painful. Would it be possible to click on…

Implemented and released today [image] March 5, 2026 / see_no_evil_monkey Hide Entity Views with rules, Specify which Entity View to open by default for a user, Validation rules on Create Changelog see_no_evil_monkey Hide Entity Views based on rules You can no…

I have also had a frequent need to convert Types, as discussed here: [image] [DONE] Convert Entity to another Type Ideas & Features Hey, I just wanted to add one more point of context to this feature. I realize there are complexities given the mapping around different Ty…

Yeah @B_Sp I do think that would be a cool feature for sure! Thinking more about references themselves: In some cases I’ve realised not only was the initial type the wrong choice, but I’d now rather start over with the correct type’s fields than try to do an auto-merge. Here replacing references …

It sounds like what you’re asking for, most generally speaking, is a way to find all references to one thing, and replace them with something else (generally a reference to a different thing)? I wonder if this could be rolled into a general search-and-replace function, with the replacement of link t…

Just following up on this given the recent first pass at convert-type. Since then, I’ve noticed a common use-case: collapsing or combining two entities. I think in general it would be difficult to automate this process. But the most annoying part of this for me is replacing the references. So if I…

Interesting. I don’t know how common a need it is for others, but I have occasional instances of this myself. Once again I can envision a nice UI for this, similar to the CSV import, which allowed you to select one of 3 ways of handling field merging (not all of which might be available for every fi…

The “replace references” functionality would be a small subset of such a workflow, but would be fairly useful by itself, both for merging entities, and potentially for messier conversions. I agree with you that there would be some use in the full-scale merging, but may not be worth the trade-off (o…

I agree with this and you are talking about some more advanced ways to relate two Entities that I would really advocate for. There are numerous discussions in the community around aspects of this, sorry I don’t have time to find the references, but off the top of my head: Converting an Entity in…

[image] colman: if I have decided a table shouldn’t exist any longer, and only the board view for example, I may want to replace links to the table with links to the board Just FWIW I have occasionally deleted a view when I have realised that an alternative visualisation would be better, and …

By “references” you mean reference in Rich Edit fields? Like highlighted and linked text?

Sorry, I suppose I meant #mentions in rich text fields and documents. [image] For entities, I can check the references section to see what impact any changes (incl deletion) might have, but there’s no way at the moment of knowing if a view/document is mentioned elsewhere.

[DONE] Replace All References (or convert to type?)

Ideas & Features

mdubakov March 5, 2026, 1:25pm 20

Implemented and released today

Topic		Replies	Views
Convert & Delete/Replace Entity preserving references Ideas & Features search , rich-text	15	623	March 5, 2026
[DONE] Convert Entity to another Type Ideas & Features	15	3790	September 1, 2023
Cloning an entity and re-mapping where it is mentioned Fibery Showcase references	0	116	September 2, 2024
[DONE] Convert entities of one Type to another Type Ideas & Features	10	2218	April 18, 2021
CHANGELOG: April 14 / Duplicate entity, Audit Log for all users, Convert entity improvements Changelog	24	2169	June 11, 2021

[DONE] Replace All References (or convert to type?)

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