Dynamic fields for Automations
Александр Волков
Problem:
Automation does not work for us, because we need to populate properties relative to other properties in the task (not “hard-coded”).
From support:
Automations currently only support hardcoded values. Dynamic field values for automations is a great suggestion! I would recommend dropping by our feedback board and leaving any suggestions there!
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Zach - ClickUp
Hey everyone!
I wanted to share an update on our roadmap so you have a better idea of what's coming up next/in progress:
- Dynamic PEOPLE fields Almost done here (a lot of this is live already!)
- Dynamic DATE fields This has been prioritized and we are starting work soon
- Formulas in Automations Prioritized as well but not started
We try not to plan too far into the future to avoid taking on too much. So, this task will be after those three but not certain if it will be #4 for example.
I hope this clarity is helpful!
Specifically talking about this feature request, what would help me a ton is understanding what "Dynamic fields" outside of the ones I mentioned above are most needed by you.
Thanks 🙏
Roger Spalding
Zach - ClickUp I think what is missing is: it needs to copy a custom field filled like money to other List or even use it as a variable field in a comment... for exemple
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Evelien Van den Berg
A dynamic field that would help me is the ability to dynamically select the task that triggered it and assign it as a linked task.
For example on task 1 a custom field gets a value of A, automation triggers and creates a new task, task 2, in a different list. Task 2 then has task 1 as a linked task.
What also would be helpful is to link a document to the task using the automation.
Jay DiPietro
Zach - ClickUp The new people dynamic field is GREAT. However, it would be incredibly helpful to reference people in a custom field in a comment.
Example: We have a piece of content being developed and managed as a task. The content creator is the assignee. We also have a people custom field called "Approver" with another person assigned.
I'd like to be able to have an automation where when the due date arrives, if status is not approved, rejected, or closed, a comment is generated with an @ reference to the approver in that custom field so they are aware they need to get on top of it.
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Rebecca Julius
Zach - ClickUp is this the right place to ask / talk about dynamic dropdown values? I have a huge need to use an automation to set values of drop down custom field values to the same value as that field in a different task. 2 use cases:
- My automation action is to create a subtask and I want drop down custom fields on the subtask set to the same value as the parent task that's triggering the automation.
- Trigger: task changes a CF value (call it CF1); Action: Change the value of CF1 on a task that's related to the trigger task through a task CF.
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Rebecca Julius
Will dynamic people fields cover using dynamic people in a To field for an email???? Please????
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Rebecca Julius
As for other fields that I need dynamic - I don't know if this falls under the same feature request, but I need custom fields (of all types) to be able to be set dynamically to the value of the SAME field in either the parent task or a related task (through a task custom field type).
Zach - ClickUp
Hey everyone!
I wanted to share an update on our roadmap so you have a better idea of what's coming up next/in progress:
- Dynamic PEOPLE fields Almost done here (a lot of this is live already!)
- Dynamic DATE fields This has been prioritized and we are starting work soon
- Formulas in Automations Prioritized as well but not started
We try not to plan too far into the future to avoid taking on too much. So, this task will be after those three but not certain if it will be #4 for example.
I hope this clarity is helpful!
Specifically talking about this feature request, what would help me a ton is understanding what "Dynamic fields" outside of the ones I mentioned above are most needed by you.
Thanks 🙏
Yisroel Falkowitz
Zach - ClickUp i need it dynamic also for dropdowns and tag fields
Jarod McPherson
Zach - ClickUp if I use a custom field (like dropdown) in two different lists and I want an automation to copy a task info to another list (yes, I have to create a new task and copy certain info, versus “add task to list”) then whatever is selected in the first task for the custom field should also be filled in the new task. Right now to do this I have to go from dropdown to text box 🤦♂️.
Also I think you covered this as in work but I really need to be able to take the person assigned and swap that to a people custom field and actually assign someone else (like the people custom field is for who it was previously assigned to, but now it’s assigned to someone else).
Roger Spalding
Zach - ClickUp value is a must for me on custom fields
Todd Cavanaugh
Zach - ClickUp For Dynamic PEOPLE fields, there needs to be improved dynamic functionality around the assignee field. For example, if status changes, take the person in a people field and make it the assignee. I don't think this is possible.
Agree with others that a TASK IS OVERDUE trigger is very needed. I also have received at least 3 requests in the last 2 weeks as a ClickUp consultant for "XX days before due date." The programming seems like it's already there since you can do it for due date...just needs a cron job running once a day at midnight or whatever.
Appreciate all you do for the product 👏
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Bárbara Lozada
Zach - ClickUp I want to assign to subtasks the tag of the father task.
Siobhan Wheelan
Zach - ClickUp for me, I want to be able to copy any fields I choose to the task or subtask created. For instance drop downs and label fields. We have a lot of automations to create subtasks, and we need to set the subtasks custom fields to match their parent task. The same goes for the create task action. I want to be able to choose which fields should be copied.
Currently the “duplicate” action does not give any options to choose which data is duplicated. Sometimes we don’t want everything in the newly created tasks.
Mara
Zach - ClickUp That is really cool.
Already so happy with the new "Current Date is" trigger.
About Dynamic People Field, I would love to be able to trigger something that is alternative.
For example a specific task that has to be done once by this person (assigned), next time it has to be done by the other one (In my case it is a list with only two people).
But in this case, I don't know if I can manage to keep some other tasks only assigned to 1 person as some of them shouldn't be alternate.
Roger Spalding
Yes, please.
Problem: I'd like to (copy, add etc) a data from a custom field (i.e: Invoice value) to another List.
Currently it only allows a pre-defined value that you need to add in the Automation menu.
Caroline Ginty
Adans Santos
Frustrado em não ver isso ainda.
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