We know that the auto-linking is pretty cool
…but what if there is not a target record that matches the link criteria?
Here’s a use case:
- User creates an Event record in October
- A formula field calculates the first date of that month
- The auto-link rule specifies that it should create a relation between entities in the Events and the Periods tables by matching first date field
- The Period does not exist
- The auto-link fails silently
(I know this is not the best example since you can set up automations to create a Period entity on the last day of each month, but you get the picture)
Another use case:
- A website has a contact us form
- The customer enters their details and a message
- The website uses the Fibery API to POST the form, mapping it to a Ticket entity
- The Ticket should attach automatically to a Person entity (email address match, or maybe email + first name + last name if people share)
- The Person doesn’t exist
- The auto-link fails silently
Can automations detect when linking was attempted but found no results?