Xtensions

Rollup Field Integration with Formula Fields

#clickup

Many ClickUp users are struggling with the inability to integrate rollup field values from related items into formula fields. Given the diversity of projects and operations managed within Clickup, having a streamlined method to calculate and aggregate data across lists or spaces is vital. For instance, project managers aiming to monitor budget expenditures or profitability are currently hampered by the lack of direct formula integration, rendering their financial monitoring both inefficient and time-consuming. This limitation forces users to rely on manual calculations or external tools, ultimately complicating their workflow and increasing the likelihood of errors.

🗒️ Feature Requests

  • Real-time Data Sync:
    Ensure that the data used in formula fields is synced in real-time as changes occur in the rollup fields across related items. This feature is crucial to maintain data accuracy and reliability, particularly in fast-paced environments where data is frequently updated.
  • Support Various Data Operations:
    The extension must cater to various mathematical and logical operations, allowing ClickUp users to perform not just basic calculations like addition or subtraction but also more complex formulae involving conditions and iterations reflective of the data's relational aspects.
  • Comprehensive Documentation and Support:
    Include detailed documentation and support to aid users in setting up and using the new functionalities effectively. This should cover common use cases and troubleshooting to enhance user experience.
  • Allow Rollup Data in Formula Calculations:
    The extension should enable the inclusion of rollup field data in formula fields to perform dynamic calculations based on aggregated data from related items. This would support operations like summing expenses or calculating total project time across disparate lists.
  • User-friendly Interface for Field Linking:
    Provide a simple, intuitive interface allowing users to easily select rollup fields from related lists or items and incorporate them into formula fields without requiring complex configuration or technical expertise.
613 ClickUp users requested this feature. Interested in build this extension? Join our Discord!