Allow custom Relationship fields to be defined at the workspace, space or folder level
Asher Treby
I was really excited to try out the Relationship custom field because I have been using the Task custom field to effectively create a look-up field. The best bit about the Relationship custom field is the ability to say which list contains valid tasks for the custom field. One example for us is a Clients list, that is then the lookup list for a Client custom field.
However, to make this feature really usable for us we'd need to be able to define a Relationship custom field at the workspace, space or folder level.
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Caroline Ginty
Merged in a post:
Limit relationship selection
PRIDE productions 🐉
I believe right now when picking a new relationship. It can either be limited to 1 list, or all lists.
I find, limiting to 1 list is too restrictive as sometimes I want to create relationships with multiple items in different lists.
But then when we select all lists... it searches through a whole lot of things that I don't need it to or sometimes I have the same name appearing in different places for different reasons.
Example,
I have 1 list for clientele, in this case let's use Clock Tower HQ. But I also have Clock Tower HQ in another list called Venues and another in a list called Referral Program.
And there are very specific details I want to be able to add for both entries. Now lets say my specific example here now is to say I've done event coverage at Clock Tower HQ, I would like to relationships to only pull from these 3 lists and NOT pull in any other of the 20 projects we've done for Clock Tower HQ in the previous years which are inside a Client Project list.
I understand many have requested to make a single relationship to a single task. But I am asking to have relationships opened to specific lists (instead of the current, one or all).
Caroline Ginty
Merged in a post:
Relationships and Folders
R
Ryan Kilpatrick
Hi there,
I created a "contacts" folder and within that folder I've created multiple lists of different types of contacts. It would be great if the "relationships" and "rollup" options would let you pick a whole folder to rollup the information. Right now, I'd have to create a column for each list in my folder to have a rollup work instead of one column pulling from a whole folder. I tried to work around this and use the "any task," but you can only relate it to a native field so that won't work.
Caroline Ginty
Merged in a post:
Create relationships with "tasks from a specific space" and "tasks from a specific folder"
Martin Widemann
we create one list per project in a space called "projects" using a template. clients and contacts are maintained in a separate space.
linking customers to the entire workspace deteriorates the funnel and overview.
linking customers to the projects (relationships with "tasks from a specific list") spins up many redundant relationships in the customers (relationship for project a, relationship for project b, relationship for project c, ...).
please also implement relationships with "tasks from a specific space" and "tasks from a specific folder".
Caroline Ginty
Merged in a post:
Create and view list-tied relationships at folder or space level
Matt Steele
I have created relationships inside each list to bind certain backlog items to product(s), where Product is a separate list of our products in a folder where I maintain portfolio artifacts.
I would like to create this relationship column at the folder or workspace level, and connect it to the same Products list. Unfortunately, the option to connect the relationship to a particular list is grayed out at this level. Nor can I add it as a column in a folder view even if I have the same column created in all lists within the folder.
Caroline Ginty
Merged in a post:
Relationships at the List level appear at the Folder level
G
Gillian Barnes
[From support ticket]: The ability to have a Relationship Custom Field on List view be added at the Folder level with the information that was included on the List.
Caroline Ginty
Merged in a post:
We should be able to display and use relationships at folder level
A
Abdennour
Currently, we are using folders for projects. What we wanted to achieve was pretty simple. Each folder containing the following lists:
- Tickets => The planned feature, improvement, sysops ticket, etc to do
- Bugs => Same as tickets but for bugs as they do not have the same statuses
- Versions => The versions and their states (deployment status, dates, etc)
- Epics => Grouped tickets by thematic or 'epic'
- Helpdesk => A support list with a form that allow people to raise demands
- Wiki
At the folder level, a dashboard that simplifies and displays only what's needed on daily basis
We have currently two problems that are related to relationships and their level of action. At this time we cannot display or use relationships at the folder level which lead us to:
- Join tickets and bugs as they cannot have relationships to version with the same custom fields
- List only the version in the folder level instead of a view of tickets grouped by version like we are in the 'Tickets' list
Caroline Ginty
Merged in a post:
List-to-list relationships at folder, space, workspace levels
Sam Baron
It would be helpful to be able to define list-to-list relationships from the folder, space, or workspace levels. This would automatically create the specific list-to-list relationships for all the lists in that context.
Caroline Ginty
Merged in a post:
Relationships: List relationships at folder level
Andres Cuaran
Currently, list relationships can only be made at the list level
It gives FIELD_303 Error
It would be amazing to be able to make list relationships available also at folder or space levels
Caroline Ginty
Merged in a post:
Relationships - select tasks from 'specific FOLDER'.
Annie-Maree Jansz
Specific list relationships is great, but the gap between 'every task' in the workspace and a 'specific list' is a bit of an 'all or nothing' challenge.
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Current Option:
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- any task in your Workspace
- tasks from a specific List
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Suggestion Option:
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- any task in your Workspace
- tasks from a specific List(s)
- tasks from a specific folder
Caroline Ginty
Merged in a post:
Restrict Global Relationships to Specific List of Tasks
J
Jamie Waugh
There is currently no way for global relationships (accessible across spaces/teams) to be limited to a specific list of tasks. Instead, users must search across all tasks, which is confusing and time consuming.
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