Make rollups from relationships available for formula fields
R
Rodd Myers
It doesn't seem there is a way to add the values for a rollup field. It would be great to be able to use rollup field values from relationships in formula fields.
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Caroline Ginty
Merged in a post:
Budget, Cost and Duration direct relation
M
Monica Valle
Subject: Allow Formula Fields to Reference Rollup Fields
Description:
I would like the ability for Formula custom fields to reference and use values from Rollup fields in ClickUp. Currently, formulas cannot use the numeric value generated by a Rollup field, which limits the ability to automate calculations that depend on related data (for example, multiplying a daily rate from a Rollup by a duration field to calculate total cost) and have the availability to see the cost-budget to an activity base on a duration of a task time estimate.
Use Case:
In my workflow, I use a Rollup field to bring in the daily rate from a related Labor Roaster list. I want to automatically calculate the total cost of an activity by multiplying this daily rate (from the Rollup) by the task’s duration. However, since Formula fields cannot reference Rollup fields, this calculation cannot be automated and must be done manually, which is inefficient and error-prone. Additionally having the availability to adjust the durantion and have the changes in the cost of a project are vital feature of project managment tools.
Benefit:
Allowing formulas to use Rollup field values would enable more powerful, automated, and accurate budget, cost calculations across related tasks and lists. This would save time, reduce manual entry, and unlock more advanced project management workflows for many users.
Caroline Ginty
Merged in a post:
Use rollup columns in formulas
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Paweł Kusina
It makes no sense to use rollup columns if I still have to go to a BI tool to calculate i.e. profit per client etc…
Caroline Ginty
Merged in a post:
Rollup data should be usable in Functions and Automations
Brad Goodman
Make the rollup data usable in functions and automations. Seems like this should be a pretty standard feature...
Floris
This is essential, we really need this. Please implement this feature!
S
Sid Shinde
I am leaving clickup because this feature is not there.
So dumb not being able to fetch adjacent values which are in frontof your eyes.
Any suggestions as to which platform has this feature?
Cody Stewart
We need this!
Rollup fields need to be available for the parent task's formula fields and for ClickUp AI to use.
Our SEO reporting is hindered by having to pipe in all the data into a single task and have hundreds of custom fields to store it all instead of having related tasks for each channel like Google Search Console and Google Analytics.
ClickUp formula fields and AI need to be able to access related data through rollup fields so we can connect our data contextually throughout the workspace instead of always having to push the same data into multiple tasks.
Sam Woods
Currently this is roadblocking our entire use of ClickUp AI.
Since the relationship fields aren't available in the context of the task it is linked to, formulas are useless as well as AI. Even in the rollups they are useless because the formulas aren't even fetching the data from the task it is used by and throws an error that the variables don't exist.
We want to pull in data from other tasks into a report task and were hoping that rollups would be contextually available to the task they are linked into, but now it appears that it's just a visual addition and in fact has no contextual relationship between the tasks.
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Bryson Allen
Got to say, I think ClickUp is missing a huge opportunity with the way Relationships are limited right now. There are some major gaps (and many more other frustrating gaps with Relationships, so ill keep this post focused to these):
1)Relationship fields aren’t supported in forms
2)Relationship rollup fields aren’t supported in formula fields
3)Relationship rollup fields aren’t supported in most views (only Lists), and—most critically—not in Dashboards
Because of these limitations, Relationships go from being a potentially game-changing feature to feeling almost useless. Please, stop putting so much focus on AI features and put that energy into strengthening the core architecture. My clients keep running into these issues, and some are ready to leave the platform because of it. They don’t care about AI right now—they just need the fundamentals to work.
Caroline Ginty
Merged in a post:
Allow Rollups columns to be in formulas
A
Amber Caceres
I want to be able to make a formula column that adds values from my rollup columns
Caroline Ginty
Merged in a post:
Possibility to use aggregated fields in formula custom field
C
Cesar Augusto de O. Diniz
Possibility to use aggregated fields from related tasks in formula field
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