Sort / Group / Filter Rollup Fields
Ioannis Gkretsikos
I guess this is already planned?
Doesn't make much sense to have rollup fields without the ability to sort / group or filter by them.
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Sophie Fraser
Hi ClickUp team - any update on this? This feature is absolutely vital. :)
Matthew Burt
What’s still missing is the ability to filter by
rollup fields coming from the related record
— especially in combination with the Relationship field.Example:
I have a
Facilities
list with a Relationship field to a Clients
list.I need to be able to filter the Facilities list like this:
*
Client is set
*
AND Client Status (rollup) is not Closed
That would show only Facilities linked to active Clients.
Another example:
*
Client is set
*
AND Client Payment Status (rollup) = Paid
That would show only Facilities linked to Clients who have already paid.
This is different from just filtering by the Relationship field itself. The missing piece is being able to use the
attributes of the related record
in filter logic.Right now, users can relate records and display rollup data, but they still cannot build views that act on that related data properly. That forces duplication of fields, workaround automations, or manual view management.
If Relationships and Rollups are meant to support real relational workflows, then filtering needs to work on the rolled-up values from the related item too — not just on whether the relationship exists.
Bryce McWhirter
Really need this for the work we do!
L
Lorraine Davies
agree - really need this
Dan Roberts
Is this still being reviewed or under consideration? Looks like a super old post with a lot of up-votes, seems like this would have been addressed by now. Right now, because we can't filter on rollup fields, we're duplicating data in two lists, which effectively eliminates some of the benefit of having rollup fields at all.
Robert Czapski
Definitely this would be very very helpful. Without this, bulk dashboards often lose their meaning ;( you cannot use lists with relation.
Caroline Ginty
Merged in a post:
Grouping by Relationship and Rollup fields
H
Hunter Ashmore
I built a crude CRM for my team using three lists: opportunities, accounts, and contacts. These each have cross-referenced field - e.g. the ability to view the sum of opportunities for a given account. It would be great if we could use these linked fields in the various views for grouping or sorting.
Similarly, the data is not usable in dashboards, which is pretty limiting in how far I can take this particular use case...
Caroline Ginty
Merged in a post:
Sort Rollup Fields in Task & List View
Kolton White
When viewing related tasks and the rollup fields in the popup window of List view or within the side pane of a Task view, there is no way to sort the tasks displayed by any of the rollup fields. (see screenshots) Which is a pain because it seems random at the moment.
It would be great to have the same sort of sorting toggle ability that exists for task fields in normal list view.
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J
Jake K
This is definitely something that keeps us from moving everything from Monday to Clickup. Monday's rollup fields (called Mirrored Columns) are easier to use, more reliable, and you can group and filter tasks/items by those column values in any kind of view.
Marvin Hübner
We need this urgent! Please ClickUp Team.
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