Automate Custom Money Field
future
G
Gethin Herbert
It would be helpful to be able to automate custom money fields to be filled by data from another field, for example formulas, the same way that you can with a lot of fields, by selecting the small custom field boxes in the automation builder.
We have work time and tax formulas, the work out charges that I'd like to automate. But also when a job is split into two tasks, I could have a formula that says "cost / 50% =" that could be added to both tasks when they split, which is something that happens often in our workflow.
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Zach - ClickUp
updated the status to
future
Zach - ClickUp
This is a field type parity gap that trips up a lot of users — the automation builder supports a solid set of fields but money fields aren't in the action target list yet. Your examples are great: pulling from formulas for billing, splitting costs across tasks when work gets divided — those are real workflows, not edge cases.
Tracking this. No ETA to share but the use case is well understood.