If you use a smart folder to show a drill down of Organization → Meetings, where you have a View added below Organization to show all of Tasks associated with Organization, you will not be guaranteed to see all of Tasks associated with Organization. You can only see all of Tasks associated with Organization if there is only a single relationship between Tasks and Organization. If more than one relationship exists, then Fibery seems to choose one of the relationships to use for filtering the view, which cannot be controlled (is it alphabetical?). This results in uncertain behavior of Fibery.
This same behavior of choosing a relationship for filtering might have some impact on hierarchical lists, but haven’t evaluated that yet.
So, here is the data model I have:
- Tasks (Combined): Collects all manually assigned tasks and tasks associate through meetings into one relationship via auto-linking (1…*)
- Tasks (Manual) (1…*)
- Tasks (via Meeting (Participate)): Lookup through meeting for tasks likely associated with the organization (1…*)
- Organization (combined): This field uses automapping to lookup the Organization (Manual).Name if it exists, then falls back to Organization (via Meeting Organization (Participating)) (1)
- Organization (via Meeting Organization (Participating)) (1)
- Organization (Manual) (1)
- Tasks (1…*)
- Organization (Participating) (1)
- Organization (1)
- Tasks (1…*)
My workflow is to take notes for the meeting in the meeting description and to create linked Tasks to the Meeting by highlighting the text and choosing to create a Task. Because I am working in a meeting, the Task is automatically associated with the Meeting. However, I might get a random one-off task for that Organization. So, I have another relationship to allow direct assigning a task being for an Organization.
I have all the relationships setup, working how I would expect them to, except they seem to confuse Fibery.
Smart Folder (no filters applied):
This is configured to go from all Organizations → Meetings. I then added a board view below Organization and set to show up for all Organizations (Open Tasks). This has been built so I can show all Marketing-related tasks when I’m having a meeting with Marketing, no matter if it was manually created or created in a previous meeting.
View within Smart Folder for Tasks Type
You’ll see that there is an implicit filter applied to filter to Tasks (Manual), which is one of the 3 relationships I defined above between Tasks and Organization. This is no way that I can tell to get Fibery to use a specific relationship for filtering.
You’ll also see that a single Task is showing up without any other filtering applied in the above image. However, if I open the Marketing entity, you can see that only one Task is associated with that specific relationship, but there are 14 Tasks I have with the Combined relationship field that should be showing up.
I believe I described this issue in CHANGELOG: February 25 / Hierarchical Lists (beta), some improvements, but it wasn’t created as a stand-alone issue. I encountered this limitation again today, so wanted to follow-up.
I can’t seem to share this template in a way that maintains the formulas and smart folder configuration I have in place. Since the formulas don’t seem to be shared with the app template, it ended up working correctly for me based on the order that the fields were added? It seems to pick the first relationship you see in the Type editor view. Meetings App
Here are the details.
Organization Name Combined (Recipient) Formula: This uses a manually assigned organization name first, otherwise uses the organization name from the Meeting. This field is then used in another relationship to automap manual assigned tasks and tasks inferred from meetings into one relationship field.
If(IsEmpty([Organization (Manual)]) = false,[Organization (Manual)].Name,If(IsEmpty(Meeting) = false,Meeting.[Organization (Participating)].Name,""))