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Lookup fields
in progress
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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Waleed Elaghil
Waleed Elaghil
Hey @Gabriel Tataru! This is something we're working on 🙂. Stay tuned!
Nick Kadutskyi
@Waleed Elaghil: Hi Waleed, is there any approximate ETA?
Waleed Elaghil
@Nick Kadutskyi: We're planning for October!
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Naresh Kumar
@Waleed Elaghil: Thank you so much... Most awaited feature for me now
Amy Demas
YES!!!
Eliya Elon
@Ivan Villa any update on when to expect this release? also any chance to get some visibility into what will be the scope of the freature?
Ivan Villa
@Eliya Elon: Hey Eliya! Still a few more weeks of development here, but we should be covering most of the common features you see from other platforms. This includes the ability for Lookups and Rollups (calculations)
Eliya Elon
This is much needed, and will seriously make me consider moving a major part of my system from Airtable/Coda to ClickUp
Ivan Villa
in progress
Nick Kadutskyi
@Ivan Villa: Is there any approximate ETA for this feature?
Kyle Fordrung
@Ivan Villa: Fantabulous!
Ivan Villa
@Nick Kadutskyi: Hey Nick! hopefully not too long, It will be a few weeks at least for Development, and then our testing team has to take a look at it. We are shooting for end of August, but will have a better idea as the project progresses :)
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Robin Xiao
@Ivan Villa: you guys are awason in keeping ETA's so far, almost magical, hope the engergy carries on with this one
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Anastasiya Gendelman
@Nick, I'm assuming this feature will pull in ALL CF entries when there are multiple tasks linked?
So if Task A is linked to Task B & C, and B has labels 1, 2 while C has labels 2, 3, Task A will have labels 1, 2, and 3 in it's lookup field? Same with text fields, it'd have Task B&C's text fields aggregated together, seperated by comma or semicolon (PS, would be awesome to be able to set our own symbol as a seperator, for exporting purposes) ?
Or is this more a "Rollup" feature?
Ivan Villa
Hey @Anastasiya Gendelman! what you are describing is a rollup feature which we do plan to add to this feature. It will be a combo lookup/rollup.
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Gabriel Tataru
@Anastasiya Gendelman: Please look to the functionality in AIRTABLE or/and Notion ... basicaly same principle can be applied Lookup and Rollup are going hand in hand .... The speed and coherence with which you guys are answering customer demand is amazing, keep up the good work
Dean Phillips
@Nick Will this allow us to look up tables/custom fields from boards outside of that folder? That's one bummer with airtable, you're stuck to one board only
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R C
@Dean Phillips: Dean, yes exactly, it really needs to be able to pull any related task from anywhere in ClickUp. I really hope that is what's on the docket!
Nick
@Dean Phillips: Yup 🙂
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GS
@Nick:
if subtask1 has labels a, b and subtask2 has labels c, d -> then parent task should AUTOMATICALLY have label a, b, c if lookup is enabled, WITHOUT THE NEED TO MANUALLY LINK A PARENT TASK TO ITS OWN SUBTASKS FIRST.
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R C
@Nick Krekow Sorry Nick but would be grateful for one more point of clarification: Are you guys thinking that you could be able to add into this field ANY task from across ClickUp, like you can do now in the "links to" area of dependencies, and the current one-way "Task" type Custom Field?
I am asking as the nocode guys like Notion, Coda, etc. tend to require a relation to another "table," in their vernacular, when doing any relation. So I think in ClickUp equivalent, I'd need to first pick a list form which I'm going to pull the related task. This is a big flaw I think of those tools, as you can wind up with a proliferation of fields for relations that are often not used, just to make sure you can get enough of your tables/lists related that you want to use.
Case in point: You might want to relate a Customer to a Project, a Task, a piece of content, etc. and before you know it you'd have created 5 - 7 relational fields that are not used and clog up the Task view. If you guys execute on letting the relation be free form, that's a major bonus.
I attach how this gets unwieldy in Notion.
I might add that these guys don't have two-way mentions either like you guys do, so a real leg up when this feature gets to production.
As always thanks for the time Nick!
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Dave Wright
Add me to the list. For my work I have the same need to have a list containing information that is required elsewhere and can be edited globally. I am migrating from using tools like MS Access, SharePoint, and bug trackers like MantisBT where this feature is used quite readily. Add this and ClickUp will be even more killer than it already is.
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