Merge Fields (a la Mail Merge) for Auto-Populating Custom Fields Data
Wayne Olson
Wouldn’t it be amazing if.... we could use merge fields to auto-populate data from custom fields? For example, auto-populating data in task descriptions or, in particular, documents….?
Let’s say that you have a workflow that has you referencing custom field data for external parties every. single. time. you run said workflow. For example, you might track key metrics in custom fields that you need to summarize for your client, or for a group of people outside of your team, or that you need to update your client or group on with regularity. And every time you do that, you have to transpose said data manually.
If it’s just a single client that you are sharing data with, creating a guest account for that person makes sense. However, to use my own case as an example, I am regularly sharing data from custom fields with a different group of people for every project, so it’s just not feasible to create guest accounts for every single person who needs access to this data.
So what if, instead of manually transposing data every time, you could....
- Create a template document in a Doc view;
- Use merge fields to reference custom fields in your template document;
- Link the specific task, whose custom field data you want populated, in said document; and
- Regain HOURS of lost productivity every year from the time no longer lost to manual data transfer.
The only thing I’ve seen like this from a competitor is Airtable’s Page Designer block, which uses merge fields to reference record data (which would be the equivalent of a ClickUp task). I wouldn’t say that ClickUp should have a full blown page designer, but even just the ability to use merge fields with documents in their current state would be AMAZING. And in fact, I actually prefer ClickUp's ability to create a public link to a document, where the custom field data would update automatically, to Airtable's Page Designer where you have to export a single-point-in-time document as a PDF.
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Laura Davison
This feature is really needed, we need to prepare contracts and so the need for merging data from custom fields to build up the contract along with the option to capture the signature sign off in CU is crucial. Having to pay for other software to help with this
Kasper Dam
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Did you notice this? - https://docsautomator.co/
They seem to have built a native tool without middleware for this exact purpose only. I'm trying it out, and it seems almost too good to be true on the surface, but I will let you know. Working on a client project that requires ClickUp + 2000 PDF merges a month.
Have been craving this feature for years.
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Mary Anne
This is such a basic functionality that it is almost unbelievable that such a tool as ClickUp still doesn’t have it. Cannot understand it.
Kasper Dam
HubSpot was smart about it - they just partnered with PandaDocs to ensure this was sorted for all their clients. Win/Win/Win for everyone.
Kasper Dam
Please consider PDF's too! It's a significant shortcoming of ClickUp, and there needs to be a way to merge data into documents. There's even no partnership or third-party integration that makes this option available with other tools.
When it comes to PDF you're just stuck with few options unless you're a coder. Which then gives you complicated flows with little agility.
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Brian Shen
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Kasper Dam
This would be a dream come true. There's currently no integration with any document merger, which means that you'll have to use Zap's or scenarios with make.com to connect complicated merges across systems. Sigh.
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Allison Graham
Wayne - did you happen to find a workaround for this in the current click up configuration? I'm thinking a zap over to a google docs may be the only option.
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Hannah Hester
Merge fields would be a game changer! I am still exploring options for whom to use for my business since that is so important to have!
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Mary Zamora
Yes, I frequently import tasks from Asana, now that we're moving members into ClickUp and I'd like to merge some fields also.
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