Allow Custom Fields when choosing the relationship rollup option for any task in your Workspace
Kimberly Clarkson
From chat:
"You can see in the screenshot (any task in your Workspace) there is only the default field but in the second (tasks from a specific list) there are custom fields"
It would be nice to allow the selection of Custom Fields for both options.
Log In
Caroline Ginty
Merged in a post:
Adding custom fields for a Task's relationship
Zoltán Kovács
It would be great to be able to give custom fields for a relationship in a task. For example we add a crm task and we want to see the email custom field of that crm task without clicking into it and search for that field in an other tab.
Lilly
this would be so helpful! If there isn't a value or that field isn't present in the list, it can just be empty.
P
Pavel Jarolimek
We use workspace relationships as a client database and need the possibility to use custom fields in rollups. Now it's available only for list to list relationships, but we need the same for workspace relationships. Now we can only see data added to the Customer task, but can not use custom fields as rollups to do various reports needed for Sales.
Jessica Drumright
+1 for this - rolling up Custom Fields for Workspace-wide Relationships, the same way that you already can for List to List Relationships.
A
Ashley Gordon
As a tech writer, this is super important for me. I use the Relationships field to track all relevant engineering tickets on a single Docs ticket. These tickets come from across the workspace, from multiple lists, and new lists every two weeks as we move through sprints.
When I look at my list of 200 related tasks for a large enhancement, I can't see at a glance which Eng tickets were marked as Yes or No for documentation. This is a huge efficiency blocker for me. I need to be able to see which linked clickups need my attention when it's time to document a large project.
Caroline Ginty
Merged in a post:
Roll up custom fields in a Rollup Field
B
Benjamin Porter
We keep track of customer contact information in a relationship field. The contact info tasks have an Address/Location custom field built in.
We would like to create a Rollup Field that pulls in that address to the list with tasks related to the contact.
Bonus points if this is then a valid location field for Map views to pull from.
Caroline Ginty
Hi Ben! To clarify, are you looking to create a Rollup field based on a Location CF, that would then show the Location from the other task? Thanks!
B
Benjamin Porter
Caroline Ginty: I tried again and found that what I want is possible in a limited way at the list level.
I have to make the relationship field within the list so I can have it pull from a specific list (set to my Customers list). Then I can make a rollup of the Address field from the Customers list.
I need this at the folder level though, and it would be ideal not to have to specify a list so it can pull from multiple locations and be less breakable.
First picture is the contact card in the Customer list.
Second is trying to make the rollup at the folder level.
Third is the configuration of the list level rollup.
Caroline Ginty
Benjamin Porter: Got it! To sum up, you'd like to be able to roll up Custom Fields for Workspace-wide Relationships, the same way that you already can for List to List Relationships. Makes a lot of sense - I'll make sure we have this captured appropriately.
Ben Porter
Caroline Ginty: Yes, that sums it up well