Group, Sort, and Filter by Relationship field in Views
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Jake Spirek
Here's a sample use case:
I want to create a list of projects and group them by Client. The Client is a relationship to a task in a list called Clients.
For some reason, I do have the ability to group by some of the linked items, like assignee (in this case I called it "Client Owner").
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Ivan Villa
Hey Everyone!
We've released some new features today. The team is working on documentation updates, but I wanted to share the details here first. 🙂
We added support for Custom Relationships in a few different areas:
- Bulk action toolbar:You're now able to bulk set custom relationships via the relationships option.
- Group by Custom Relationships:This is currently only on list view, but you can check it out and start grouping items by their custom relationships.
- Filter by Custom Relationships:This is available everywhere filtering is, you will now see your custom relationships as items you can filter by.
There is still a lot more we plan to work on. This will be the year of relationships for the team, so we hope to be back soon with some more updates!
Here is a 2-minute clip of me going through some of the features (apologies for the fan noise 😅)
Joshua Borger
Max Weiten Ivan Villa Bringing this to your attention. Having the ability to group by relationship in board view would be really helpful. We use a whiteboard for user story mapping, but if we had this we could do it through relationships, which would make adding new tickets extremely easy.
Joshua Borger
Any update here Ivan Villa? Would love to see grouping by relationship added to board view, that'd help a lot.
Caroline Ginty
Merged in a post:
Be able to group list by relationship value
Brayden Ankerstein
Currently I am able to group my lists by custom fields but it would be great to be able to group based on relationships
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Luca Guagni
Filtering by relationship in docs, like in my case adding specific crew memebers (in a list) to a briefing doc.
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Elias Fleet Test
Ivan Villa just realized that I can't group by relationship on folder level. I would expect this to work with filtering out the tasks that can't be grouped by this on the level.
Lukas Moser
Ivan Villa do you have a rough timeline to add this functionality to other views?
Ivan Villa
Lukas Moser Not right now, but we might have some updates soon. I'll be collaborating with other teams to see how we can support relationships across the different areas.
Is there a specific view you're more interested in?
Lukas Moser
Ivan Villa workload would be most beneficial for us
Joshua Borger
Ivan Villa Would love to see this added to boards view, but would be most beneficial if we had a way to manually order columns as well, not just alphabetically.
Lukas Moser
Ivan Villa pls also think about bulk removing relationships
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B Allen
Ivan Villa, Is this still on the radar to be able to group dashboard cards by relationships? Seems like an easy addition that makes relationships data visually reportable.
For instance, I have a list of invoices that have been mapped to subcontractor relationship. I want to create a dashboard that shows total invoices by subcontractor, but there is not a group-by for relationship fields option.
Микита Морозов
Guys, this is an amazing feature and I love it!
Is that panned this to be added to a table view? It could help us a lot: we have some lists with a huge number of items and table view works way better in those cases (it's much more optimized)
Wim Delfs
Would love to see grouping by relationship for board view. Any news here?
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Andrea Richards
Ivan Villa any update on this? This is also something our teams are looking to have.
Joshua Borger
Ivan Villa Same question. Eagerly awaiting grouping by relationship for board view! As long as organizing columns can be manual--that's a must for us, since we use relationships for linking user stories to epics, then plot those on a user story map.
Ivan Villa
Wim Delfs It is something we are hoping to get to. We had to take a minor break this quarter to shift to another project, but we want to return here and get the rest of these views added.
Joshua Borger
Ivan Villa Thanks for the update! Would love to see board view prioritized among the rest of the views, as it'd help a lot.
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Chene Brink
There needs to be a "Dependency Type" field containing the type of relationship for example "Blocker" or "Waiting On" that is available in the grouping, sorting, filter & download features.
Joshua Borger
Would love to see grouping by relationship for board view. The reason why is because we use user story maps for the initial planning and design for products, which has the backbone of the product (epics) and then the underlying user stories. If we could group by relationship in board view, I could simulate this process in the board view and make changes a lot easier to implement. Currently we use a whiteboard, but moving objects constantly and updating them aren't the smoothest in whiteboards.
Joshua Borger
To be able to accomplish this, grouping by relationships would need to be able to be manually ordered. So in board view, I could organize the epics in the order I need them from left to right.
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