Sort, filter, group by Formula type custom fields
complete
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Ajlan Gun
In List view, I should be able to sort asc/desc or filter by the value of custom calculated formula type custom field and at the same time I should be able to filter the tasks based on the interval that I gave for calculated formula type custom field.
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Caroline Ginty
complete
Grouping, sorting, and filtering for Formula Custom Fields is now live for all Workspaces! Documentation is live in our Help Center here: https://help.clickup.com/hc/en-us/articles/6308656424983-Calculate-using-Formula-Fields#h_01HG9DJGE561HQNA3FQG9YEG66 Thank you for all the beta feedback throughout the development process!
Sebastien Monat
Caroline Ginty do you know if the groupBy on calculated fields can be opened for all types of data please? Number, string, in addition to dates and booleans. Like many people I would like groupby weeknumber or group by month. Thanks for your feedback
Claire Albrecht
Caroline Ginty This is not working for me—I have a formula custom field that just gives an AVERAGE of some other dropdown fields (numbers only, 1-5) yet I am not given the option to sort by the formula field.
Caroline Ginty
Claire Albrecht Please file a bug with our support team so we can take a look. Thanks!
Claire Albrecht
Caroline Ginty I've filed two a couple of days ago (#2080028 and #2080033) with no response so far
Lenny E
Can we get an update on when this can be fully implemented, with functionality that include grouping on custom formula fields etc.?
It's quite ambiguous to set this as "Complete" when arguably the most useful part is not included in the functionality of this feature.
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Jill J
So I'm a bit confused... how is this considered to be complete when we " can only group tasks by Formula Fields that output dates, booleans, or a mix of dates and booleans."
My biggest pet peeve with group by date in the first place is that I can't actually group by the DATE. "Future", "Today" etc is no where near granular enough and so that leaves formulas. (I'll drop my use case below) but I still can't group by it b/c if the formula outputs a date it still uses that same layout!
When will group by be fixed to work properly with numeric outputs if not strings??
--Use Case---
In many of my lists I need the ability to have organization of tasks by the month or week they are due. Manual labeling with dropdown fields (+ a formula field for week calculations in that situation) is currently the only way for me to do this and it's very frustrating
Tyler
Super excited this is finally here!
Another post was created for the use of dynamic dates with these features, and you can vote on that here: https://clickup.canny.io/feature-requests/p/grouping-sorting-and-filtering-by-formulas-that-use-dynamic-dates
Lenny E
Tyler Will this also include grouping by variable numbers such as WEEKNUM(field("Due date")), or is that considered a different feature? If not please consider merging it with "Group by Number (& Formula) Custom Fields": https://clickup.canny.io/feature-requests/p/group-by-number-formula-custom-fields
Tyler
Lenny E thanks for the comment!
Though it included "grouping" in the title, the post I linked is primarily about the inclusion of dynamic fields, of which your included variable is a perfect example!
This would be similar/parallel to the request you posted related to grouping by formulas, but it'll be good to keep them separate since the completion of one won't necessarily mean the other is completed as well.
I posted the link you included in the post I included so that people will be encouraged to vote on both! ✅
Lenny E
Tyler understood, much appreciated!
Chris Stevenson
Why can we not use this with formulas that contain TODAY() ?
Janassruti V
Chris Stevenson The Support mentioned that this is a dynamic field. This is also on the ClickUp Formula field description in the function box where it says it is not applicable in Grouping, Filtering, etc. This is a release half done for only simple formulas. I still have the function formulas that do not work in Filter/Sort/Group
Chris Stevenson
Janassruti V got it. Man. Wish they'd just fully finish this. It feels like a key feature that's missing.
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Howard Holt
I'm seeing the sorting by formula field working correctly in a table view, but not in any of the list views... Is this a bug?
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Levi Bretz
Howard Holt: I am seeing this same issue.
Pete Tashkoff
Thank you Caroline Ginty, this functionality is super useful!
Caroline Ginty
complete
Grouping, sorting, and filtering for Formula Custom Fields is now live for all Workspaces! Documentation is live in our Help Center here: https://help.clickup.com/hc/en-us/articles/6308656424983-Calculate-using-Formula-Fields#h_01HG9DJGE561HQNA3FQG9YEG66 Thank you for all the beta feedback throughout the development process!
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Manuel Oriol
Caroline Ginty: Thank you, Caroline. I am able to sort and filter by a formula custom field, but the field doesn't appear as an option in the grouping menu... Is this a bug, or maybe I am doing something worng?
Leo Bastian
Caroline Ginty: Sadly the bug CLK-459925 from beta still exists, so kind of unusable for my company :(
Caroline Ginty
Manuel Oriol: You are likely trying to group by a formula that is outputting numbers (or strings). In line with our grouping capabilities for other fields, we do not (yet) support grouping by numbers, only Formulas that output dates or booleans. You can upvote this feature request to support grouping by numbers: https://clickup.canny.io/feature-requests/p/group-by-number-formula-custom-fields Thanks!
Caroline Ginty
Leo Bastian: This bug will be fixed with next week's release! Stay tuned :)
Pete Tashkoff
Manuel Oriol: Workaround: If you needed to group by a numerically outputted custom field you could create a series of filtered views, each representing a group you needed to see.
Leo Bastian
Caroline Ginty still staying tuned ...
Caroline Ginty
Leo Bastian This passed QA testing but missed this week's release train - apologies for the delay but it'll be fixed for you next week!
Caroline Ginty
Hi everyone! I'm excited to share that we have officially started rolling out our new Formulas capabilities (Column Calculations, Group, Sort, & Filter with Formula fields) for all Workspaces. Thank you to all our beta testers who provided feedback throughout - we are thrilled to get this into everyone's hands! We'll be incrementally releasing to additional Workspaces throughout this week (currently at 20%), and I will close out this request once it's 100% released. We look forward to hearing your feedback!
Dan King
Caroline Ginty: Awesome! Will we be able to calculate calculation fields? I.e. We use this for receivables. Currently we have Contract Amount and Amount Received, and a Calculation field for Remaining Due (Contract Amount - Amount Received). We would like to be able to sum "Remaining Due" in our dashboard and in the grid view.
Lenny E
Caroline Ginty: Is this link: [ https://clickup.canny.io/feature-requests/p/group-by-number-formula-custom-fields ] the official follow-up feature request to track progress on grouping values other than just output dates, booleans, or a mix of dates and booleans? For example using something like "WEEKNUM(field("Due date"))"?
Caroline Ginty
Lenny E: Yes that's the one!
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