Gail Marek
Can't even put into words how excited I am for this. The impact it will have on our inventory management and customer records is huge.
Max Weiten
Hey all, my name is Max, your all new Views PM here at ClickUp!
For my first major project, I'm looking to tackle Relationships in Forms, a long-time request for service teams and external stakeholders alike.
To make sure we build something you'll actually have a use for, I'm looking for feedback to tell us what you need (I promise I made the survey short)!
Don't miss out on a chance to help shape the future of forms! Looking forward to hearing from everyone!😊
Berlynsea Tyler
Max Weiten Immediately, yes. Already submitted feedback. Sign me up for beta! Lol – in all seriousness, I (and so many others) are looking forward to this feature. Best of luck in build out.
Max Weiten
Berlynsea Tyler Thank you so much for the feedback!! Similarly experienced this need while using the software a while back, so I more than see where everyone's coming from - more updates to follow🙏
B
B Allen
Max Weiten, this is a critical enhancement in my opinion. It will actually make or break my current client's continued use of ClickUp. Can you please comment on the timeline for the availability of this feature?
Mike DeGeus
Michael Van Doorn any word on this?
Mike DeGeus
As others have noted, currently have to make my users go do another step of associating a customer after they complete a form. And this is if the customer already exists! If not, then they have to create the customer first as well. It's a ridiculous workflow and one of the reasons this set of users hates ClickUp. (I like it a lot, but having to subject users of a workflow I created to a convoluted user experience is not fun.)
Evert Smits
Must have. Really missing this feature now.
Michael Van Doorn
Merged in a post:
add relationship field to form view
J
James Beylotte
Would like to be able to add a relationship custom field, (relationship to task in another list), in the Form View. Currently, after we fill out a form, we have to go to List View to associate our customer (from our customer List) to the newly created task. Often this step is skipped because the field is not available in Form view.
Michael Van Doorn
Merged in a post:
Allow Relationship Fields in Form View
David Flynn
Allow inserting a Relationship Field into form view. For example, choose from a list of clients when reporting an interaction.
S
Sophia Sachs
any update? This is a feature request from 2021!
Matthew Burt
This really should go without saying, but anywhere a relationship field exists — including in Forms — there should be a way to create a new custom task type on the fly, not just link to existing tasks.
For example, when submitting a Form to create a new Client task, I should be able to use relationship fields to simultaneously create and relate:
* a new "Client Contact" task
* new "Adult Children" tasks
* a new "Client Spouse" task
...all automatically linked to the newly created Client task.
In that same form, I should also be able to link pre-existing tasks like insurance companies or financial institutions.
Trying to get my team to manually create 6–7 tasks in different lists — and then link them all together one by one along with the preexisting— just to represent a single client's setup is honestly absurd. This is a basic, real-world workflow need that shouldn't require workarounds or 72 automations and a separate paid third-party form builder subscription.
M
Michael-Carson Bailey
We should be able to select a relationship with existing task in a drop down menu.
Load More
→