I believe I complained before about this before, loooong ago. It makes no sense for this path selection to be automatic with no possibility of manual override, especially if it can’t get it right
Even if it could get it “right”, we might still want to use a different relation path.
Well, the number of options is determined by the number of possible ‘routes’ between the two dbs, and in a highly connected workspace this can be many.
Based on what you wrote earlier, you would in principle be looking for ‘Page Workflows via Pages from Projects’, so the colours should be able to clue you in.
However, I think you might not find the route you want, because of the constraints mentioned in the page I linked to previously.
It is simple to associate each Task with its Meeting Notes via the Task’s Client.
But apparently not the other way around – i.e. in a Meeting Notes entity, in an embedded Table of Tasks, I want the context filter to produce the collection of all Tasks related to the common Client.
I was expecting the Fibery context filter to include the simple, direct option: “Tasks from Client”, because there is a common Client – but that option is not in the list In fact, the context filter does not offer any options that use the Client field .
Based on what you have said, the relationship path between Meeting and Task would seem to be Task ← Client → Meeting which is not be supported because of the constraints discussed earlier.
However, if I have understood your situation correctly, you could create a lookup in the Task db to get the Meetings from the Client. In this case, you would have an option to context filter Tasks as follows:
That’s because there would now be a direct path Task → Meetings