Merge Fields (a la Mail Merge) for Auto-Populating Custom Fields Data
Wayne Olson
Wouldn’t it be amazing if.... we could use merge fields to auto-populate data from custom fields? For example, auto-populating data in task descriptions or, in particular, documents….?
Let’s say that you have a workflow that has you referencing custom field data for external parties every. single. time. you run said workflow. For example, you might track key metrics in custom fields that you need to summarize for your client, or for a group of people outside of your team, or that you need to update your client or group on with regularity. And every time you do that, you have to transpose said data manually.
If it’s just a single client that you are sharing data with, creating a guest account for that person makes sense. However, to use my own case as an example, I am regularly sharing data from custom fields with a different group of people for every project, so it’s just not feasible to create guest accounts for every single person who needs access to this data.
So what if, instead of manually transposing data every time, you could....
- Create a template document in a Doc view;
- Use merge fields to reference custom fields in your template document;
- Link the specific task, whose custom field data you want populated, in said document; and
- Regain HOURS of lost productivity every year from the time no longer lost to manual data transfer.
The only thing I’ve seen like this from a competitor is Airtable’s Page Designer block, which uses merge fields to reference record data (which would be the equivalent of a ClickUp task). I wouldn’t say that ClickUp should have a full blown page designer, but even just the ability to use merge fields with documents in their current state would be AMAZING. And in fact, I actually prefer ClickUp's ability to create a public link to a document, where the custom field data would update automatically, to Airtable's Page Designer where you have to export a single-point-in-time document as a PDF.
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Laura Davison
This feature is really needed, we need to prepare contracts and so the need for merging data from custom fields to build up the contract along with the option to capture the signature sign off in CU is crucial. Having to pay for other software to help with this
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Mary Anne
This is such a basic functionality that it is almost unbelievable that such a tool as ClickUp still doesn’t have it. Cannot understand it.
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Brian Shen
open
This would be an awesome feature! Our team will be taking another holistic view of our email capabilities and this will be one of the points considered. Please stay tuned!
Kasper Dam
Brian Shen: Please consider PDF's too! It's a significant shortcoming of ClickUp, and there needs to be a way to merge data into documents. There's even no partnership or third-party integration that makes this option available with other tools.
When it comes to PDF you're just stuck with few options unless you're a coder. Which then gives you complicated flows with little agility.
Kasper Dam
Brian Shen: HubSpot was smart about it - they just partnered with PandaDocs to ensure this was sorted for all their clients. Win/Win/Win for everyone.
Jorge T.
Brian Shen: Dear Brian and all, our organization is considering to move to Clickup so we were testing things out and this is such A DEAL-BREAKER. Specially the ability to move specific information around and then land it in a doc and/or pdf (fully automated). We were very disheartened to find out that we can't even automate the creation of a simple pdf including for example "fields" from a specific "client". I would really appreciate if someone corrects me if I'm wrong and at least there is an external workaround.
PLEASE, PLEASE, PLEASE, SERIOUSLY CONSIDER THIS as it is VITAL FOR ANY ORGANIZATION that has to handover pdfs/docs every single day (think: all sales and marketing teams, contracts, proposals, appraisals, legal docs, agreements, etc.). There is an endless myriad of scenarios were Clickup customers could take advantage (to say the least) or need it as a VITAL feature.
Many thanks for your time reading my message, have a nice day.
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Mary Anne
Kasper Dam: It is not only Hubspot, lots of different tools (Airtable, Glide...) have either internal integrations or external ones so that such a basic routine task is solved.
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Farah
Brian Shen: I am sure that the implementation of such a feature would open the door to a cascade of sales orgs!
This is a key feature to be able to create a straightforward doc, and move further in the pipeline, focusing on closing not on clunky replacements for such a primitive thing. :)
Josh Dalmery
Jorge T.: Wow thank God I found this, I felt like I was missing something being new to Clickup. As the one in charge in my organization I have been dipping my toes with Clickup to see if we could move and optimize our current systems. But this is a nobrainer as stated by Jorge, this is vital for us as well and might be the case for a ton/all legal organizations. We have to handle a lot of documents tailored to specific clients every day and need to be able to automate things (at least better equal automation as the one we have). And this is a core vital. I would love to see this included in the roadmap as it would help me to “build the case” in my organization for us to switch to Clickup.
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Laura Davison
Brian Shen: This isn't limited to emails - we need it to create documents i.e. we have a new client and we have captured their details and the business and we now need to generate a contract for them to sign before we start. We could use the merge option to pick up the clients data and merge to a contract template we have in CU. This would also need the ability to capture a signature so we can do full sign off in CU
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Nan Chattip
Jorge T.: docsautomator has a native solution for this now with ClickUp.
Kasper Dam
This would be a dream come true. There's currently no integration with any document merger, which means that you'll have to use Zap's or scenarios with make.com to connect complicated merges across systems. Sigh.
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Allison Graham
Wayne - did you happen to find a workaround for this in the current click up configuration? I'm thinking a zap over to a google docs may be the only option.
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Hannah Hester
Merge fields would be a game changer! I am still exploring options for whom to use for my business since that is so important to have!
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Mary Zamora
Yes, I frequently import tasks from Asana, now that we're moving members into ClickUp and I'd like to merge some fields also.
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travis carter
i would love to have a merge field option just so i can fix the mistake of having address in one custom field and address in another custom field.
Raphael Dixon
I want this so bad.
Template task that includes a document that is automatically populated with field data from a task.
In my case, for copywriting.
- I use a ClickUp form so clients submit briefs.
- A brief creates a new task
- I then create a document in that task, and manually move their fields into the document.
- Would be amazing if that document was already sitting inside the task with the data from the fields in a table up the top!
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Allison Graham
Raphael Dixon: YES!! ☝️
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Christophe ESKDALE
Merging fields to documents would be extremely helpful !
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