How can I autolink entities based on a shared relation

Hello,

TestModule has a many-to-one relationship to TestModuleType and TestProject.

TestModuleType and TestProject have a many-to-many relation (couldnt upload another screenshot).

My goal ist to autolink TestModuleType and TestProject if both are linked to the same TestModule.

However I cannot use the autolink feature under “advanced”, only fields are allowed there. How can I accomplish this?

Thanks & Cheers,

Fabian

You can’t autolink based on matching the contents of collection fields.
Imagine TestProject is linked to TestModules A,B and C, and TestModuleType is linked to TestModules A,B and D.
Should they be matched?

Autolinking is not designed for matching on the intersection/overlap of two sets

Hey Fabian! Welcome to the community :))

It’s technically possible I think, but complicated using this technique:

And having two “contain” Filter grouped with “or”. This is complex, but if you really need it feel free to reach out.

A less complicated route is using lookups. You can add a lookup field on the TestModuleType database to pull the TestProjects using the TestModule field.

If you need it as a relation field, you can have an automation run triggered when the lookup changes, populate the same values in the relation field.

Not sure if this is exactly what you need, but you can play around some more from here :))

Hey Chris,

thanks for your response.

In my case they should be matched if at least one entity overlaps. That way I would directly see which TestModuleTypes are used in a TestProject. It would be nice to have, but I there a probably other waays to chieve this.

Hey Ron,

thanks for the warm welcome and the suggestions.

I’ll try to find a suitable way with the help of your hints.