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2600:9000:223f:6a00:8:4496:4180:93a1  Public Scan

Form analysis
3 forms found in the DOM

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TABLE OF CONTENTS

What is Conditional Logic? Examples of Dynamic Forms That Save Time Supercharge
Forms With Automations


SMARTER FORMS POWERED BY CONDITIONAL LOGIC SUPPORT YOUR MOST COMPLEX WORKFLOWS

Brian Shen

Director of Product Management

April 13, 2023

Max 4min read

 * 
 * 
 * 
 * 

Explore article topics

It’s been almost three years since ClickUp introduced Form View. Since then,
it’s become a fan-favorite feature because Forms are the primary way our users
capture information from people and bring that data into ClickUp.

Businesses of all types use Forms, from software companies capturing sales leads
to auto fleets submitting part requests. Because the use cases are endless, it
can be tricky to configure your Form to get the right information you need from
the right people.

We get it. That’s why we’ve been hard at work making ClickUp Forms more powerful
than ever.

Today, we’re thrilled to deliver one of our most requested features, Conditional
Logic in Forms—an impressive new capability that allows you to create smarter
Forms for your most complex workflows.

Conditional logic in ClickUp Forms allows you to create smarter Forms to collect
data or info like product feedback
Smarter Forms Powered by Conditional Logic Support Your Most Complex Workflows
 * What is Conditional Logic?
 * Examples of Dynamic Forms That Save Time
 * Supercharge Forms With Automations


WHAT IS CONDITIONAL LOGIC?

Conditional Logic allows you to create a single dynamic Form that supports
multiple use cases, saving precious time for you and the person filling out the
Form!

With Conditional Logic in Forms, you can:

 * Create one Form that adapts on the fly based on prior field selections to
   support a variety of use cases
 * Streamline Form completion by only presenting people with the fields relevant
   to their needs
 * Handle complex processes by capturing more precise information from
   respondents in order to trigger specific workflows or Automations

Create smarter Forms in ClickUp with Conditional Logic to streamline the
process—no matter how complex


EXAMPLES OF DYNAMIC FORMS THAT SAVE TIME

Need some ideas to get you started? Here are a few of the most common ways we
see our community using Forms:

 1. Product Feedback: ClickUp Forms make it easy for product teams to enable
    users to report bugs, submit feature requests, or suggest UX improvements.
    Now with Conditional Logic, they can capture all of this using one Form.
    Depending on the type of feedback the user is submitting, the Form will
    present them with the appropriate fields to complete. Pro tip: Use
    automations to route feedback to the correct team or even add it to next
    week’s sprint.
 2. Creative Requests: Having trouble getting stakeholders to adopt your team’s
    creative asset request process? Using a Form with Conditional Logic can make
    it simple to get the right inputs like a script for a video, or specs for a
    new graphic. You’ll capture exactly the right information, regardless of
    asset type, and your team will be more productive than ever!
 3. Routing Sales Leads: Ensure every prospect gets the white glove treatment
    from your Sales team. With Conditional Logic, you can do things like ask
    different questions based on the specific product or service a potential
    customer is interested in, and then route the leads appropriately.
 4. IT Service Requests: IT Teams can now provide their coworkers with a single
    Form for all their technology requests, whether your teammate needs access
    to a new piece of software or a new computer. For example, with Conditional
    Logic, you can ask employees if they use a Mac or PC, and based on their
    selection, present them with either a list of MacOS or Windows OS versions
    in the next field. You’ll finally create a streamlined process that’s
    painless for everyone involved!

Streamline internal requests for design or IT teams to collect the exact
information needed in your Forms


SUPERCHARGE FORMS WITH AUTOMATIONS

As you know, submitting a Form is just the start! Pairing Forms with Automation
is where you can really start to fully automate processes across your business,
saving enormous amounts of time.

Here are a few of my personal favorite tricks to help you put Forms on
autopilot:

 * Assign Tasks: Use Conditional Logic in Forms to gather pertinent information
   about a topic in order to assign the Task to the appropriate team member. For
   example, you can assign different product feedback tasks based on which
   Product Manager owns the relevant feature.
 * Add Task to Multiple Lists: Cut down on response time by routing Form
   submissions to whichever team needs to tackle the work. For example, you
   might want to send that new computer request to the Onboarding Team’s list
   and route the software request to the IT Service Request list.
 * Apply a Template: Start with your keys in the ignition and have all your
   subtasks, assignees, and relationships already set up when a Form submission
   comes through.
 * Send Notifications: Add an @mention comment for someone to review so that the
   work shows up in their notifications.

Whether you’re looking to gather product feedback, streamline your intake
processes, or boost sales efficiency, Conditional Logic in Forms can help you do
it. And the best part? This feature is live now!

Upgrade to Business Plus or Enterprise and experience the power of Conditional
Logic in Forms for yourself.

Upgrade Your ClickUp Plan
 * 
 * 
 * 
 * 

Questions? Comments? Visit our Help Center for support.


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