Sort / Group / Filter Rollup Fields
Ioannis Gkretsikos
I guess this is already planned?
Doesn't make much sense to have rollup fields without the ability to sort / group or filter by them.
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Abi Shepherd (Abi)
I just realised this was requested in 2021! Come on Clickup! Get on with it!
Abi Shepherd (Abi)
Hi I'm relatively new to clickup and love so much of it and I just got my head around rollup fields and I am completely stumped about what the point of rollup fields is if you can't filter/group/sort by them. I've been setting up a recipe list (which doubles as a meal planner) and a list of groceries and what I wanted was to use rollup to show in the ingredients list that if the corresponding recipe has a checkbox ticked (for meal plan) that I could then filter by those ingredients and therefore have a shopping list. But apparently I can't! Cos you can't have automations that work between lists (for some reason) and you can't filter by a roll up field. Yours, in frustration!
JMartinez
Please Team ClickUp, consider develop this feature!! ⚠️
I'm Partner, This afternoon I had a session with a client (a tax advisory firm). We have a list that serves as a client database, and then we have task lists.
In the client database, custom fields are defined to specify who the account manager is, who is responsible for monthly taxes, who handles quarterly taxes, and who is in charge of annual taxes.
We’ve created relationships between the different task lists, and through aggregated fields, the responsible person for each scenario is displayed. For example, in the monthly taxes list, the aggregated field for the monthly tax responsible person is shown.
However, the client is asking to be able to filter or group by the responsible person.
From my perspective, and with my knowledge of SQL programming, I believe that once the join is done with the master table, the target table should allow filtering or grouping of the data to make the work easier. Right now, the information can only be used for display purposes, without the ability to manipulate it for working with the data (filters or groupings).
Do you think this is a feature that will be implemented?
Hetal
I would really like to know if this is planned? A month ago we finally got the much needed ability to group/filter by relationship field. Now the next big hurdle is the ability to group/filter by rollup field.
I am not an expert but I am guessing it can't be too different to develop if the ability to group by relationship already exists? Can this be prioritised please?
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Miriam Daub
While grouping by relationships is helpful, the real information that is key is the rollup fields. I.e. we will relate work we do to a specific client, but not being able to group by that client's tier, relationship manager, or industry makes clickup a difficult tool to work with. We end up having to export information to other tools like Sheets!
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Adrian Wasiak
Caroline Ginty Ivan Villa Can we get an update on this? If ClickUp wants to be become a replacement of a database tool like e.g. Airtable, Notion, etc. this is essential...
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Miriam Daub
Adrian Wasiak agreed!
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Stephanie Zang
Can we get an update on this?
Jürgen
For example: CRM, List of people connected with a company which is a customer. You cant filter dashboards with people, e.g. customers, suppliers etc :(
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Michiel Haverlag
Crazy to see this feature isn't scheduled. Rollups are in that way totally useless if you cant sort/group them in a view.
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Miriam Daub
We use rollups to a 'client list' for the work we do as an agency. Not being able to do things like group by client rep or client status is infinitely frustrating to get tasks in front of the right people and manage work across teams.
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