Lookup fields
RS Sound Ltd
I'd love to see Lookup fields. A use case example:
I work with a lot of freelancers regularly and poll them for their availability for the various projects I work on.
I get their ability by posting a form and emailing a link. Naturally their responses are returned to a list.
I'd then want to be able to extract their contact details from a master "Freelancers" contact list, and "merge" this via a lookup into the availability responses list.
So, in this case, one of the Form entries is "Name" and this name field could look up the name in the Freelancer Master Contact List.
This enables me to manage just one master contact list, but for the relevant contacts to automatically populate the lists where that person pops up.
For my workflow, I provide a viewing link to the production manager who is going to actually book the staff based on their availability.
Combined with the lookup functionality I'd be able to easily give the PM's a quick and easy chart to see who is available when, and their details to make the booking.
Many thanks for your time.
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J
Jose Alex Pena
Any updates??? This is from 2020 and Airtable, smart suite all have this. Come on!
A
Alex Stoica
This feature and the email attachment automations and we'll switch back to CU
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Tony Nieves
This would be a great way to reference data easily. For example, I would like to assign projects to helpdesk tasks. However I want to be able to choose from a list and have relevant connected data be combined into one field as needed (the ability to choose which data is combined in a field or separate fields) the problem with the current system is you would need to assign every new list entry to a task and as of now there is no way to reference relationships in formulas to even show a combined entry. A lookup table would make it a much quicker way to simply reference data that isn't at all task based, and choose if that data is combined into one field or separated.
6 Stars Cleaning
Any updates please?
K
Karen
Please remember Location fields when it to this feature.
Using ClickUp as a CRM, lists for Organizations and People use Lookup fields to connect to lists that store phone numbers, emails, locations, etc.
The ability to create list items for phone/email/location/etc. lists while within the primary Orgs/People lists is necessary. Also, the ability to see all location addresses in a list view for Orgs/People is needed along with the ability to see all locations for a record on a map.
Caroline Ginty
open
Updating status as of March 2023 - this is absolutely still top of mind for us to reconcile the ability to use a Lookup field to display values from other Tasks, in addition to the Rollups we offer today. Stay tuned for more updates here, and keep the feedback coming!
Daniel Urbano
Caroline Ginty: In the same way you can use 'sprint' lists or sprint folders, maybe it is a good idea to establish 'database' lists or folders, in which you can identify fields or tasks that are unique across the whole workspace. Those locations could work as your "master data tables".
Then you should be able to determine whether you can use those items/tasks in one or more locations (lists/folders/spaces) and then in each location you could configure if you can bring each value of that lookup custom field just once in a single list, or multiple times (option to select the number of times you can used would be great too).
'Database' lists and folders should have a unique (custom maybe) code.
You could create Database templates with custom lookup fields already created, with the option to add new ones. For example: CRM or client's templates, projects templates, Employees templates, Equipment or material templates, etc.
Daniel Urbano
Also, would be great if you can apply this values from "lookup custom fields" into lists, folders or spaces.
For that, we would need to have this as well: https://feedback.clickup.com/feature-requests/p/listfolderspaces-customization
Ryan MacAlmon
Yes, this would be great Air table has this and it is good feature to have
J
Jainam Shah
Any word on this feature? It would really enable so many uses that we otherwise would take for granted on tools other than ClickUp.
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Guilherme Favato
any ETA?
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Kyle Masterson
Any ETA? would love this feature
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