Add Formula Fields In Automations
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Caroline Ginty
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Hi everyone! Stepping in for Zach here while he's out of office. Super excited to share that using Formula Fields in Automations is now LIVE in all Workspaces! Please check it out and let us know what you think - we can't wait for you to get your hands on it!
Gail Fraser
Such a miss that this does not include $ formulas--which should be functionally similar to a number?
I really wish I could automate If Status is x, then create task and set Custom $ Field with formula result.
Zach
Merged in a post:
Make customized calculated fields available to be used as condition of an automated task
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Ricardo J Villarreal
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Nicole Marroccoli
Can you please prioritize adding this feature in the capacity that it can reformat as a custom date field?
If one creates a formula field that calculates to produce a date, you should be able to apply date-related automations to that field outcome
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Ryan Lindsley
Jeremy
Hi, I didn't find this field in automation, can you provide a screenshot please?
Jarod McPherson
Jeremy same... :(
Zach
Jeremy Jarod McPherson it's under "custom field" so here's an example of it as a condition
Guy Mannerings
Zach Caroline Ginty For clarity, can this be used for formula fields that update in the background without any manual intervention?
E.g., formula fields based on things like TODAY().
So if a formula field changes in the background based on a calculation including TODAY(), and that formula reaches a certain number, will the automation run?
Or will it always need a manual update?
I only see options for "when task created" or "when task updated", but I am unclear if "when updated" includes when a formula field automatically changes in the background by itself like in my scenario above.
Paul C
Guy Mannerings Same here, using a formula AS A TRIGGER it doesn't work, nothing is triggered really, even if the result of formula is changing.
Personal theory: I guess this is because no action is created when the formula field changes (you can't see it in "actions" on the right) so this is why Clickup doesn't really know when a formula field is changing.
Caroline Ginty could you confirm that Formulas cannot be used as atrigger?
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Ekaterina Shukh
Oh wow, will check it out!!! Thank you!
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Maggie Weinreb
So if my formula produces a date, it cannot set that date as a start date or due date?
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Bec McFarland
Maggie Weinreb I was hoping for this too... kinda makes the feature useless for me without the ability to do this.
Matt Langlois
This was so close to being great. A lot of missed opportunities though.
Formulas should be able to be used as conditions as well as triggers. ALL formula fields should be available, not just numbers..
Zach
Matt Langlois: It is available in Conditions. Can you check again please
Matt Langlois
Zach I was looking at it like I would a dashboard - expecting a "formula" heading, I was not looking within Custom Fields. Thank you for clarifying this!
Side note - Formulas in Formulas is GREAT!!! Opens up the options exponentially!
Francois Digard
For my part, I am disappointed to wait so long for a feature that does not meet my need. Indeed, the calculated fields I wanted to use are text and not numbers, and apparently it is impossible to test an initial or final value that is not a number. :-(
Elise Remissong
Love seeing this in the Automation Triggers options! When we think about this automation, however, we'd love to use it based on comparisons. For example, when Formula Field exceeds 5, or more Ambitiously, when Formula field dips below another number field
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