Starting to explore highlights a bit more, but it doesn’t seem like there’s any way to dynamically sort filter the target or any other fields from the source of the highlight?
Am I missing something, or is this really the case?
Not sure what you’re asking. Is it sorting or filtering you want?
What should be sorted/filtered and where?
(maybe a screen grab will help)
I’m looking for Dynamic Relation Filters. At least I think that’s what you call them.
Maybe I’m just not understanding how Highlights work overall. My hope is to be able to create a “Backlog Item” from a number of different sources and then link that backlog item to specific target.
For example, maybe there’s a bunch of meeting notes stored on a “Client” entity and I want to turn a couple of them into “Backlog Items” on an “Order”
First of all, the list of “Order” targets is blank, even though there’s clearly an entity in the database that should be listed. Any idea why the highlighted order wouldn’t show in the list?
But pretending that order I wanted to select didn’t already exist…
The source is automatically set when you create the highlight, which is great. I want to use that source to automatically filter the options that get displayed when selecting a target, but the dynamic “This X” option doesn’t show in the filters.
I’m not sure what you’re trying to achieve here.
This Client is directly linked to a particular Order, and you’re wanting to add a highlight to some text in the Client’s description which will have this Order as the target. Right?
This seems like you are trying to use two mechanisms (a direct relation and a highlight) to achieve the same thing, namely to link a Client to an Order.
But to answer the question directly, there is no way to dynamically limit the possible targets based on the source. The source and target relations are ‘multi-relations’ (meaning that they allow linking to entities from multiple databases) and it would be a significant technical challenge to support dynamic filters.
Right.
I’m not trying to link a client to an order, as I agree that is a direct relation. I’m trying to convert some copy inside of a rich text field into an entity that is linked to an order. Isn’t that the entire point of highlights? To quickly link some text in one entity to a entity within another database in fibery?
I just don’t want to have to search through thousands of orders to find the order I want which is why I was hoping a contextually filtered list of orders related to the source of the highlight would be possible..
Could you help me understand why there’s no existing orders that show up in this screenshot though? It says “modify your search” but I haven’t searched anything other than indicating I wanted the target entity to be an order.
Well, not really.
A highlight doesn’t convert text. It creates a link to a target entity, where the link itself (= the Highlight) can have properties associated with it.
A really common use case is to link customer feedback (which may be spread across multiple source types) to a target (a feature to be worked on) and where you want to add meaning to the link, e.g. sentiment score
The default behaviour of Highlights is that the selected text is used as the search term when looking for possible targets.
So if the text that you have selected says “The customer would like to see prices on the website”, then it will try and find target features which match that.
In your case, there are no Orders which can be found that relate to “Testing Highlights 123”.
If you want to simply make an entity of a specific type from text, you would be better suited to using entity #mentions.
If you start to type #Test Client Services … then Fibery will suggest an Order (or several) that matches what you type, or allow you to create a new one if there is not one to find.
Or if you already have the text, you can select it and choose ‘Create Entity’ from the toolbar (or use Ctrl-E)
which will convert the text into a #mention.