Use any field in formulas, e.g. dropdowns and text (not just number and date fields)
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Galen King
It appears it is only possible to reference numeric or date fields in formulas. I would love to be able to do something like if(field("Status") == "Urgent",2,1) in a formula field. Is that not possible?
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Tom Hemerka
Caroline Ginty Galen King I have a similar use case. I'm developing a methodology for priority scoring that uses text to generate values that can be used in a formula. After doing some testing I developed a workaround to this limitation that I think would be applicable to anyone in this thread. It's not ideal, but can hold me over for now.
I created the following automation.
Trigger: Custom Field (text drop down), From - Any, To - "(insert custom field text option)"
Action: Custom Field (# number), Value - (assign value)
This automation would need to be recreated for each custom field and each custom field option. I've done additional testing and have found that the formula still works if you also want to hide the # number column to prevent the list from having too many columns.
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Jean-Stéfane (J.S.) Bergeron
Yes, this would be very valuable - I'm simply trying to use LEN to calculate the length of a test string in a custom field, and ClickUp doesn't support it.
Marcos Santiago
It would be very valuable to have this functionality, I need to create a rollup between the list to search for values from a custom field but unfortunately this is not possible, the custom formula field does not appear.
Please prioritize this!
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Caroline Ginty
Merged in a post:
formula string
Antonio Eduardo
Arnold Roa
I have a Ranking field, and can't use it, please implement this
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Lucas Jenkins
This is a really disappointing feature gap, and the fact that it's been a gap for so long makes me worried about it ever getting done. Why even have string comparison functions if you can't actually look at strings from custom fields?
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Mr Simon
Nowadays, when talking about code generation, everyone thinks about AI/LLMs, but this article has nothing to do with AI.
Salomé Wysocki
ClickUp, please prioritize this. I'm simply trying to summarize the total number of checkboxes per task that were marked true (marking attendance), and yet checkboxes are not supported in the formula field. On other platforms like Notion I have never had such a limitation.
Scott Russell
+1
I would especially like to be able to use text-based dropdown fields in formulas.
For example, "IF( field( "Room Type" ) = "Computer Lab", true, false )"
In my case, I have a list of all of our rooms that have AV equipment in them. Our Dean's Office pays a percentage of the room costs and the department pays the rest. Different room type (and other conditions, also in text-based dropdowns) determine the exact amounts.
Thank you!
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Tom Hemerka
Scott Russell I think my workaround will work for you, I attached it to this thread yesterday.
Phoebe Emma
For what I thought a simple formula would be to create for "Vendor Confirmation %" as the sum of checkboxes divided by 10 vendors, multiplied by 100 but this formula does not seem to work due to the limitations of using checkboxes within the formula area.
Very disappointed.
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Tom Hemerka
Phoebe Emma I think my workaround will work for you, I attached it to this thread yesterday.
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