Use "This" records fields to filter entity links

I have the following database structure that I’d like to use for documentation:

  • Systems
    • Data Stores
      • Fields
    • Component Categories
      • System Components

Where the nested databases are on the many side of the one-to-many relationship. I also have a many-to-many relationship between system components and fields. I want to make it easy when documenting a system component (CRM workflow, function, document merge, etc) that I can pre-filter the fields lookup where the field is within the same system. In both Fields and System Components I have a lookup field on their parent entities’ System lookups. But it doesn’t look like relationship links within an entity can use “This” fields. I work on a systems development team in a holding company, so we deal with many systems, and field names will obviously repeat across them, which makes it almost impossible to search.

If this isn’t possible, do y’all suggest a better way of accomplishing this? Right now I configured the field and component name to be a formula of their parent system and category/data store. While this is helpful for searching, it isn’t ideal as our documentation grows.

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Yes this would be so useful!

Did you check this filter?

https://the.fibery.io/@public/User_Guide/Guide/Relation-Filters-and-Sorts-177/anchor=Using-dynamic-values--63cb8e1d-2c01-4760-9a72-bef50ec94838

Looks like I was trying to add the filter in the entity search popup, but here it says it’s not possible. I just didn’t realize I could click “move above”, and the filter would work. I do prefer the expanded view though. So I guess this is my request for those filters be used on the expanded related entity search. We’d use it extensively!

2 Likes