cant see custom fields in rollup clickup

Lussy04

2 min read

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23-01-2025

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ClickUp's rollups are a powerful tool for consolidating information from multiple tasks into a single view. However, sometimes custom fields don't appear in your rollups as expected. This can be frustrating, but thankfully, there are several reasons why this might happen and solutions to get your custom fields showing. This guide will walk you through troubleshooting and resolving this common ClickUp issue.

Why Aren't My Custom Fields Showing in ClickUp Rollups?

There are several reasons why your carefully crafted custom fields might be AWOL in your ClickUp rollups:

1. Field Type Compatibility:

Not all ClickUp custom field types are compatible with rollups. For example, you can't directly roll up file attachments or rich text fields. Rollups primarily work with fields containing straightforward data like:

• Number: Numerical values.
• Date: Dates.
• Dropdown: Selected options from a dropdown list.
• Checkbox: Boolean values (checked or unchecked).
• Text: Short text strings (limited character support in rollups).

Solution: If you're using an incompatible field type, you'll need to either change the field type to a compatible one or explore alternative ways to aggregate the desired information.

2. List View Settings:

Ensure your custom field is actually visible within the List view you're using to create the rollup. If the field isn't displayed in the List, it won't be available for the rollup.

Solution: Go to the List view settings and check that the custom field is ticked as visible. This is often overlooked!

3. Rollup Field Selection:

When setting up your rollup, you need to explicitly select the custom field you want to include. It won't automatically appear.

Solution: Double-check that you've correctly selected your custom field in the rollup configuration. Sometimes, there are many fields and the correct one might be easily missed.

4. Permissions and Access:

If you don't have the necessary permissions to access the List or the custom field itself, it won't show in the rollup.

Solution: Verify your user permissions within the ClickUp workspace and List. If you're a guest user, your access might be limited. Contact your Workspace admin if you need your access level changed.

5. ClickUp's Bugginess (Rare but Possible):

Sometimes, ClickUp might experience glitches. Though uncommon, it's possible a temporary bug is affecting your rollup functionality.

Solution:

• Refresh your browser: Sometimes, a simple refresh can resolve minor display issues.
• Check ClickUp's Status Page: See if ClickUp is experiencing any widespread outages or known issues.
• Try a different browser: Switching to a different browser might help rule out any browser-specific problems.
• Contact ClickUp Support: If all else fails, reach out to ClickUp support for assistance. They might be able to identify and resolve the problem on their end.

Troubleshooting Steps: A Quick Checklist

1. Verify Field Type: Is your custom field compatible with rollups? (Number, Date, Dropdown, Checkbox, Text are generally fine).
2. Check List View Settings: Is the custom field visible in your List view?
3. Review Rollup Configuration: Have you correctly selected the custom field in your rollup setup?
4. Confirm User Permissions: Do you have the necessary permissions to access the List and the custom field?
5. Restart Browser/Check ClickUp Status: Are there any browser or ClickUp-wide issues?

By systematically following these steps, you should be able to identify the cause and resolve the issue of missing custom fields in your ClickUp rollups, regaining control over your data visualization. Remember to always double-check your settings before seeking more advanced solutions!