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Custom Field Manager
in progress
Heather Grant
Manage all your custom fields in a single menu. Allow .csv file uploads when creating custom fields. Easily alphabetize custom fields in one click.
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Caroline Ginty
Hi everyone - I wanted to provide a quick update and a sneak preview of the new Custom Field Manager! Our team has been busily gathering feedback and continuing to improve the tool to provide the best possible experience when we get it in your hands soon! I wanted to keep this quick so didn't include every single feature, but please let me know if you have any feedback on what you see here.
Aydee
Thanks great stuff!
Hopefully merge custom fields will be an option.
Jeff Oxford
Biggest thing that is needed but was missing is the ability to downgrade custom fields from a Space to a Folder, Folder to a List, etc.
There's been plenty of occasions where a custom field was created at the Space level even though it only applies to a specific List. As a result, Clickup gets cluttered with a bunch of irrelevant custom fields. And it's extremely difficult "downgrading" the custom field to just the folder/list.
So at least for us, the main benefit of a Custom Field Manager is to easily change custom fields from a workspace, space, folder, and list level.
Joana Pereira
Jeff Oxford: 100% agree with your comment! I hope ClickUp includes this feature
Jacqui
Jeff Oxford Joana Pereira: yes, that's available with the new CF manager!
A
Alex Stoica
Jacqui: Amazing!
Mark Lemm
Appreciate the update the custom fields manager does look very nice but as a whole CU is trying to do too much and the UI is starting to get out of hand.
Sandra Diaz
Caroline Ginty Great video! I suspect that when we can take a look at this at our org, there will be a lot of redundant custom field. Do you think it will be possible to identify those and consolidate them?
Natalie Sandford
Hi Caroline, I watched the intro video to the new custom field manager. It looks great! Couple of questions:
1) Will I be able to clean up custom fields (ex. I have fields in locations where either no data exists, or where I want to relate the data from my CRM) in ClickUp?
2) Can we remove custom fields from certain locations, while not deleting them entirely?
3) Since we are anxiously awaiting release of 3.0, will we be able to more easily relate custom fields from one location to another?
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Regina
Very excited for this! I am hoping to easily be able to clean up our custom fields since we have duplicates and quasi-duplicates that have been created over time. Additionally, I'm hoping that this will allow me to trim down and remove duplicate/similar and/or unnecessary custom fields and replace them...? Ideally, I'd like everything streamlined and consistent across the different areas. Currently, I worry about deleting custom fields in other areas when only wanting specific ones deleted or when wanting to correct certain ones, again for consistency. Hoping this will be easy and possible! :-)
Caroline Ginty
Hi everyone - I wanted to provide a quick update and a sneak preview of the new Custom Field Manager! Our team has been busily gathering feedback and continuing to improve the tool to provide the best possible experience when we get it in your hands soon! I wanted to keep this quick so didn't include every single feature, but please let me know if you have any feedback on what you see here.
Zdeněk Lehocký
Caroline Ginty: Thank you for the preview. Will it be available on Business plan once it’s released?
Caroline Ginty
Zdeněk Lehocký: Yes it will be available on all plans.
TaeLynn Johnson
Caroline Ginty: Awesome news!
Love:
- The quick access toolbar
- Ability to see where else certain CFs are used
- Pop-up edit view (especially useful when auditing CFs with identical names)
- "Convert to" tool (e.g. dropdown to tags)
- Visibility of "inherited from"
- Filter by location
Would like to see:
- Last Modified date
- Last Modified by
- Location/view in which a field was last modified
- Put Docs and Automations hubs in the Quick Action Toolbar
- Duplicate CF to a new location
- Prevent new CFs being named something if another CF already exists with that name
- Would love to be able to set CF admin permissions (who can add, change, delete CFs) by Space
- Ability to determine CF pinning by Space (I want them pinned in some Spaces, not in others; right now pinning is "show everywhere this exists")
- Ability to "downgrade" CFs a tier (for example, from Folder to List level)
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Kevin Hennessy
Caroline Ginty: Looks like a great improvement. Will we also be able to more easily move Custom Fields between Spaces, Folders, and Lists? Currently we can only move/drag fields around on a single Space, Folder, or List. It would also be great to be able to move Custom Fields from Lists into Folders or Spaces, from Folders to Spaces, and even REMOVE Custom Fields from Spaces to Folders/Lists, or from Folders to Lists, etc.
TaeLynn Johnson
Kevin Hennessy: If you go to the 3 min mark you can see the pop-up "Edit field" menu where you could easily do that
Patrice Gallion
Caroline Ginty: Looks good !
Yisroel Falkowitz
Caroline Ginty: Amazing!!!
Very exciting!! All the cool stuff looks excellent on my Frist impartation
Just a comment i have while viewing
i would like to have the option to manage the permissions of all custom fields for all guests and members with the options: hide, view only, edit, and manage. Like in for lists and folders
I would love to see a full review of the custom field manager
and "Can't wait to use this!"
R
Rebecca Julius
Caroline Ginty: Much improved, thank you! Some questions and other ideas: Can I move a custom field from a space down to a specific folder? Can I make a field required in one list but not in another? Pinned in one but not another? Can I have a way to archive custom fields? I have some data being moved over through a migration that I don't want to lose, but also don't want those fields available to users after the migration is complete, in essence be read-only?
Ben Porter
Caroline Ginty: Managing locations: can you add a field to a child location of one of its existing locations?
Pretty common issue is to accidentally make the field at Folder or Space level and then need to move it down to just a List or Folder. Currently you have to add that field to some other random list so that the field doesn't get deleted when you remove it from the high-level location, then you can add it back to the child locations as desired.
Nick Wilkinson
Caroline Ginty: Looking forward to this one being available. I have a number of workspaces to go clean up the moment this is released. A big request for a number of clients is the ability to have custom field sections/groups/headers so that the field list doesn't become a consecutive 50+ list in some cases (CRM fields would easily get to this volume and then some). Thanks.
Daniel Urbano
Caroline Ginty: It would be great to have the aviability of making options active or inactive (Applies for drop down lists, labels)
Guy Mannerings
Caroline Ginty: Looking good.
One thing I would like to see is the ability to require and pin custom fields for one location, but not another.
Some custom fields are more important in a certain Space than they are in another, so being able to require or pin them there, whilst not requiring or pinning them in a location where they are not as important, would be really useful.
Caroline Ginty
Merged in a post:
Add Custom Fields to Lists in Spaces
Paulitta
I would like to be able to add custom fields to lists in a space. Currently, you have to leave the space to go into each list to see it's custom fields. This is time consuming and confusing, and disrupts workflow. Hopefully this is an option in the near future.
Stefanos Gioumoukis
I want to merge fields but found out that there's already a similar or same field being used.
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Rebecca Julius
I want to be able to copy a Label field to create a second Label field with a different name but the exact same options as choices for the user. Will that be included here or as a separate request? Thanks!
Caroline Ginty
Rebecca Julius: Yes! You'll be able to easily duplicate a field and then just change the name for that field to create what you're looking for.
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