Thank you so much for the response, I didn’t think to include so much detail. I think the suggestion of filtering before the aggregator worked. Here’s a screenshot of the overall scenario:
It does the following:
- Watches for a status change on my Company list
- Gets the details of the task that has changed
- Lists all tasks on the Contacts list, filters that list where Company Name matches the Company the contact is associated with
- Aggregate the array
- Iterate across the array
- Edit the tasks to update details about the Company on the Contacts task
I have attached a json of the scenario blueprint. Here is the output of the list all tasks module:
[
{
"id": "86883jhgz",
"custom_id": null,
"custom_item_id": 1001,
"name": "Steph Curry",
"text_content": "",
"description": "",
"status": {
"status": "Open",
"id": "p90110131594_BQHW4Q7x",
"color": "#87909e",
"type": "open",
"orderindex": 0
},
"orderindex": "119418068.00000000000000000000000000000000",
"date_created": "2024-04-04T14:59:53.649Z",
"date_updated": "2024-08-13T18:53:02.397Z",
"date_closed": null,
"date_done": null,
"archived": false,
"creator": {
"id": 6357496,
"username": "Robert Curley",
"color": "#757380",
"email": "rcurley@insigniaenv.com",
"profilePicture": null
},
"assignees": [],
"group_assignees": [],
"watchers": [
{
"id": 6357496,
"username": "Robert Curley",
"color": "#757380",
"initials": "RC",
"email": "rcurley@insigniaenv.com",
"profilePicture": null
},
{
"id": 30047465,
"username": "ClickUp Admin",
"color": "#595d66",
"initials": "CA",
"email": "twp@insigniaenv.com",
"profilePicture": null
}
],
"checklists": [],
"tags": [],
"parent": null,
"priority": null,
"due_date": null,
"start_date": null,
"points": null,
"time_estimate": 0,
"custom_fields": {
"CRM-Company": [
{
"id": "86883fdb4",
"name": "Golden State Warriors",
"status": "target",
"color": "#e16b16",
"custom_type": 1002,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/86883fdb4",
"access": true
}
],
"CRM-Address": {
"location": {
"lat": 37.7680183,
"lng": -122.3878772
},
"place_id": "ChIJvTaOg8Z_j4ARCdO8LroPfBA",
"formatted_address": "1 Warriors Way, San Francisco, CA 94158, USA"
},
"CRM-Phone": "+1 415 555 4545",
"CRM-Email": "scurry@warriors.com",
"CRM-Title": "Champ",
"CRM-Projects": [
{
"id": "8689b13hj",
"name": "2025 NBA Finals",
"status": "Open",
"color": "#87909e",
"custom_type": 1004,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/8689b13hj",
"access": true
},
{
"id": "86883jggg",
"name": "Chase Center Upgrade Project",
"status": "delayed",
"color": "#f8ae00",
"custom_type": 1004,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/86883jggg",
"access": true
}
],
"CRM-Opportunities": [
{
"id": "86883jmad",
"name": "Stanley Cup 2040",
"status": "cold",
"color": "#4466ff",
"custom_type": 1005,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/86883jmad",
"access": true
}
]
},
"dependencies": [],
"linked_tasks": [],
"locations": [],
"team_id": "4755811",
"url": "https://app.clickup.com/t/86883jhgz",
"sharing": {
"public": false,
"public_share_expires_on": null,
"public_fields": [
"assignees",
"priority",
"due_date",
"content",
"comments",
"attachments",
"customFields",
"subtasks",
"tags",
"checklists",
"coverimage"
],
"token": null,
"seo_optimized": false
},
"permission_level": "create",
"list": {
"id": "901100952151",
"name": "CRM-Contacts",
"access": true
},
"project": {
"id": "90110442401",
"name": "hidden",
"hidden": true,
"access": true
},
"folder": {
"id": "90110442401",
"name": "hidden",
"hidden": true,
"access": true
},
"space": {
"id": "90110131594"
},
"custom_fields_original": [
{
"id": "57d1e2a8-bf1e-4698-a901-4ed5674c9efb",
"name": "CRM-Company",
"type": "list_relationship",
"type_config": {
"fields": [
{
"name": "CRM-Company Type",
"field": "cf_7774c83b-ad8a-4666-b4a3-a04183bfd5cb",
"width": 100,
"hidden": false
}
],
"subcategory_id": "901100952144",
"linked_subcategory_access": true,
"subcategory_inverted_name": "CRM-Companies"
},
"date_created": "2024-04-04T03:00:10.928Z",
"hide_from_guests": false,
"value": [
{
"id": "86883fdb4",
"name": "Golden State Warriors",
"status": "target",
"color": "#e16b16",
"custom_type": 1002,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/86883fdb4",
"access": true
}
],
"required": false
},
{
"id": "8a004126-a7cd-44ff-b0e2-d57d850641cf",
"name": "CRM-Company Acronym",
"type": "short_text",
"type_config": {},
"date_created": "2024-04-04T02:54:21.459Z",
"hide_from_guests": false,
"required": false
},
{
"id": "3d22782c-2ea1-49dc-86e9-22ba000aff40",
"name": "CRM-Company Type",
"type": "short_text",
"type_config": {
"options": [
{
"id": "a01a6f15-0958-4a4e-b239-750561609d82",
"name": "Client",
"color": null,
"orderindex": 0
},
{
"id": "5a5eee19-f786-43c9-96d2-5e4223580c90",
"name": "Teaming Partner",
"color": null,
"orderindex": 1
},
{
"id": "3d3b650a-c0ce-4688-9bf3-6755ad3a5c46",
"name": "Prospect",
"color": null,
"orderindex": 2
}
]
},
"date_created": "2024-04-04T20:10:16.471Z",
"hide_from_guests": false,
"required": false
},
{
"id": "0ac23c05-edee-4e17-96fe-9183187ee320",
"name": "CRM-Address",
"type": "location",
"type_config": {},
"date_created": "2024-04-04T02:55:54.905Z",
"hide_from_guests": false,
"value": {
"location": {
"lat": 37.7680183,
"lng": -122.3878772
},
"place_id": "ChIJvTaOg8Z_j4ARCdO8LroPfBA",
"formatted_address": "1 Warriors Way, San Francisco, CA 94158, USA"
},
"required": false
},
{
"id": "307ab56d-83f9-4246-8ad1-e5e8b8ba6e19",
"name": "CRM-Phone",
"type": "phone",
"type_config": {},
"date_created": "2024-04-04T03:06:28.931Z",
"hide_from_guests": false,
"value": "+1 415 555 4545",
"required": false
},
{
"id": "5d51464f-2d3c-4bf7-9bf8-575b3ecce978",
"name": "CRM-Email",
"type": "email",
"type_config": {},
"date_created": "2024-04-04T03:06:55.042Z",
"hide_from_guests": false,
"value": "scurry@warriors.com",
"required": false
},
{
"id": "11ced288-c852-4e62-8f4e-ee836a36a815",
"name": "CRM-Title",
"type": "short_text",
"type_config": {},
"date_created": "2024-04-04T03:07:11.537Z",
"hide_from_guests": false,
"value": "Champ",
"required": false
},
{
"id": "d4c7ac96-31a4-447c-9dfd-97e3dfad0965",
"name": "CRM-Projects",
"type": "list_relationship",
"type_config": {
"fields": [
{
"field": "status",
"width": 100,
"hidden": false,
"relationship": "d4c7ac96-31a4-447c-9dfd-97e3dfad0965"
},
{
"field": "assignee",
"width": 100,
"relationship": "d4c7ac96-31a4-447c-9dfd-97e3dfad0965"
}
],
"subcategory_inverted_name": "CRM-Projects",
"subcategory_id": "901100952164",
"linked_subcategory_access": true
},
"date_created": "2024-04-04T03:16:14.252Z",
"hide_from_guests": false,
"value": [
{
"id": "8689b13hj",
"name": "2025 NBA Finals",
"status": "Open",
"color": "#87909e",
"custom_type": 1004,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/8689b13hj",
"access": true
},
{
"id": "86883jggg",
"name": "Chase Center Upgrade Project",
"status": "delayed",
"color": "#f8ae00",
"custom_type": 1004,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/86883jggg",
"access": true
}
],
"required": false
},
{
"id": "997e1973-177d-4d43-891b-ecf858f6b3ec",
"name": "CRM-Opportunities",
"type": "list_relationship",
"type_config": {
"fields": [],
"subcategory_id": "901100952215",
"linked_subcategory_access": true,
"subcategory_inverted_name": "CRM-Opportunities"
},
"date_created": "2024-04-04T03:26:52.831Z",
"hide_from_guests": false,
"value": [
{
"id": "86883jmad",
"name": "Stanley Cup 2040",
"status": "cold",
"color": "#4466ff",
"custom_type": 1005,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/86883jmad",
"access": true
}
],
"required": false
},
{
"id": "8c913745-16df-424e-99a8-22e217545286",
"name": "CRM-Proposals",
"type": "list_relationship",
"type_config": {
"fields": [
{
"name": "CRM-Company",
"field": "cf_57d1e2a8-bf1e-4698-a901-4ed5674c9efb",
"width": 100,
"hidden": false
}
],
"subcategory_id": "901103239770",
"linked_subcategory_access": true,
"subcategory_inverted_name": "CRM-Proposals"
},
"date_created": "2024-04-08T03:10:38.113Z",
"hide_from_guests": false,
"required": false
},
{
"id": "f5029db2-8460-48a1-a36d-2703f1a04576",
"name": "CRM-Interactions",
"type": "list_relationship",
"type_config": {
"fields": [],
"subcategory_id": "901103867045",
"linked_subcategory_access": true,
"subcategory_inverted_name": "CRM-Interactions"
},
"date_created": "2024-07-22T15:00:55.142Z",
"hide_from_guests": false,
"required": false
}
],
"__IMTLENGTH__": 4,
"__IMTINDEX__": 2
},
{
"id": "86883f6bm",
"custom_id": null,
"custom_item_id": 1001,
"name": "Joe Montana",
"text_content": "",
"description": "",
"status": {
"status": "Open",
"id": "p90110131594_BQHW4Q7x",
"color": "#87909e",
"type": "open",
"orderindex": 0
},
"orderindex": "119418052.00000000000000000000000000000000",
"date_created": "2024-04-04T02:26:16.354Z",
"date_updated": "2024-08-14T04:55:22.163Z",
"date_closed": null,
"date_done": null,
"archived": false,
"creator": {
"id": 6357496,
"username": "Robert Curley",
"color": "#757380",
"email": "rcurley@insigniaenv.com",
"profilePicture": null
},
"assignees": [],
"group_assignees": [],
"watchers": [
{
"id": 6357496,
"username": "Robert Curley",
"color": "#757380",
"initials": "RC",
"email": "rcurley@insigniaenv.com",
"profilePicture": null
},
{
"id": 30047465,
"username": "ClickUp Admin",
"color": "#595d66",
"initials": "CA",
"email": "twp@insigniaenv.com",
"profilePicture": null
}
],
"checklists": [],
"tags": [],
"parent": null,
"priority": null,
"due_date": null,
"start_date": null,
"points": null,
"time_estimate": 0,
"custom_fields": {
"CRM-Company": [
{
"id": "8685rg4qc",
"name": "San Francisco 49ers",
"status": "target",
"color": "#e16b16",
"custom_type": 1002,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/8685rg4qc",
"access": true
}
],
"CRM-Company Acronym": "49ers",
"CRM-Company Type": "Client",
"CRM-Address": {
"location": {
"lat": 37.7135483,
"lng": -122.3857003
},
"place_id": "ChIJNRtd3jB_j4ARj0uyMgc9oSk",
"formatted_address": "602 Jamestown Ave, San Francisco, CA 94124, USA"
},
"CRM-Phone": "+1 415 555 4949",
"CRM-Email": "Joe.Montana@49ers.com",
"CRM-Title": "Champ",
"CRM-Projects": [
{
"id": "86883fdw0",
"name": "Superbowl 58",
"status": "active",
"color": "#008844",
"custom_type": 1004,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/86883fdw0",
"access": true
}
],
"CRM-Opportunities": [
{
"id": "86883fe00",
"name": "Superbowl 59",
"status": "hot",
"color": "#d33d44",
"custom_type": 1005,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/86883fe00",
"access": true
}
],
"CRM-Proposals": [
{
"id": "8688478df",
"name": "My Big Proposal",
"status": "Open",
"color": "#87909e",
"custom_type": 1007,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/8688478df",
"access": true
}
]
},
"dependencies": [],
"linked_tasks": [],
"locations": [],
"team_id": "4755811",
"url": "https://app.clickup.com/t/86883f6bm",
"sharing": {
"public": false,
"public_share_expires_on": null,
"public_fields": [
"assignees",
"priority",
"due_date",
"content",
"comments",
"attachments",
"customFields",
"subtasks",
"tags",
"checklists",
"coverimage"
],
"token": null,
"seo_optimized": false
},
"permission_level": "create",
"list": {
"id": "901100952151",
"name": "CRM-Contacts",
"access": true
},
"project": {
"id": "90110442401",
"name": "hidden",
"hidden": true,
"access": true
},
"folder": {
"id": "90110442401",
"name": "hidden",
"hidden": true,
"access": true
},
"space": {
"id": "90110131594"
}, ...Original custom fields data removed here...
"__IMTLENGTH__": 4,
"__IMTINDEX__": 4
}
]
And the output post filter, which is properly reducing that to just one matching result:
[
{
"array": [
{
"id": "86883jhgz",
"name": "Steph Curry",
"status": {
"status": "Open",
"id": "p90110131594_BQHW4Q7x",
"color": "#87909e",
"type": "open",
"orderindex": 0
},
"__IMTINDEX__": 2,
"__IMTLENGTH__": 4,
"custom_fields": {
"CRM-Company": [
{
"id": "86883fdb4",
"name": "Golden State Warriors",
"status": "target",
"color": "#e16b16",
"custom_type": 1002,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/86883fdb4",
"access": true
}
],
"CRM-Address": {
"location": {
"lat": 37.7680183,
"lng": -122.3878772
},
"place_id": "ChIJvTaOg8Z_j4ARCdO8LroPfBA",
"formatted_address": "1 Warriors Way, San Francisco, CA 94158, USA"
},
"CRM-Phone": "+1 415 555 4545",
"CRM-Email": "scurry@warriors.com",
"CRM-Title": "Champ",
"CRM-Projects": [
{
"id": "8689b13hj",
"name": "2025 NBA Finals",
"status": "Open",
"color": "#87909e",
"custom_type": 1004,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/8689b13hj",
"access": true
},
{
"id": "86883jggg",
"name": "Chase Center Upgrade Project",
"status": "delayed",
"color": "#f8ae00",
"custom_type": 1004,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/86883jggg",
"access": true
}
],
"CRM-Opportunities": [
{
"id": "86883jmad",
"name": "Stanley Cup 2040",
"status": "cold",
"color": "#4466ff",
"custom_type": 1005,
"team_id": "4755811",
"deleted": false,
"url": "https://app.clickup.com/t/86883jmad",
"access": true
}
]
}
}
],
"__IMTAGGLENGTH__": 1
}
]
I think I did this correctly with your suggestions, but would be open to any other ideas.
blueprint.json (140.0 KB)