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Brenno Vicario Nicolau
I cannot wait to have this functionality available. I still have to use other forms and it is extremely annoying.
Yago Santos
We have any updates for that feature?
Bruno S. Rosa
i has using an "Company ID" custom field tag for in the forms i can relate witch company we are talking about, but i reach the limit of 500 in tags. This is MUST NECESSARY DO so then i can exclude this Field and just use the relationships. WHEN this is will happen? How can i make way to work?!
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Gemma Luck
This would be an ideal addition to make the workflow I have more automated, I have built out a CRM using Click up, which is fit for purpose and great, just want to add in teh feature for a new customer order that will identify the customers already featured in CRM using relationship custom field of client name to tie order to client. At present need to complete the form which pulls into order and then go into order list and add customer/relationship within list. Hope this one gets over the line as a feature add!
Pierre Becher
Ivan Villa any update on this? Many clients need for order forms to select items/products from another related list. Thanks
Ivan Villa
Pierre Becher We don't have an ETA yet, but hopefully not too long. I will say there are lots of form improvements coming soon (I can't reveal the specifics just yet). When they do come up, I'm hoping we can follow up with relationships on forms.
Agustin Stegmann
Please do this urgently!!
Makenzie Matthews
This is a huge need, especially in creating fully automated workflows that involve forms. The administrative push to connect/ create relationships with tasks manually seems a bit archaic compared to other features we've seen roll out recently. Please prioritize this development!
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Alan
This feature is critical and needed urgently so that forms can pull up tasks from one or more lists quickly (as a drop-down list) to easily insert as part of a relationship, rather than needing to do this manually (and slowly) after the form has been run with the risk of forgetting take this action. There need to be automations for actions to take on relationships, depending on form parameters, and the ability to create a new task in the relationship list if the task you want to link to is missing. Linking to one or more tasks from a list would be ideal. Each drop-down could link to one list so there’s no confusion on the list and relationship linking that is desired.
Tanja Malnar
+1 I work with teams, mostly developers, who submit requests to my team through a CU form and will always reference a CU task URL (the task that is assigned to them which has all the details for their slice of work). When I pick up the request, I have to remember to take their reference URL and add it as a relationship to my task so that they can easily locate the request they created from their own task and follow progress. I would like that URL they included in the form (right now it's a custom text field) to automatically create a related task so that I don't have to do it manually and so that the requestor can immediately see the new task they created. These tasks are all in the same workspace, but in different spaces that we all have access to. Thanks.
Charlie Clarke
For me, its the manual linking of relationships, ideally if would automate linking/relationship based on the email address of the submitter. In my CRM in ClickUp I have to go and link it each time. Instead, each time a client fills out a form, they could just put in their email address for a common bit of data, and Clickup could just link them please!
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