Generating task from form, importing custom fields in specific areas throughout the task description or doc
Roxanne Labrecque-Bergeron
Need : Configuring templates so that fields generated from a form appear in specific areas throughout the description of the task (or doc) automatically generated from submitting the form.
Example of use : Get a full copy of the contract/consent ClickUp form signed by the client (with form text and client's answers at the right place within the text).
Currently used workaround : Check the option to Add custom fields to task description, combined with a template including a copy of the form's text in the description, then manually copy/paste each custom field where it shoud appear in the form's text. This takes way to long.
Workaround suggested by ClickUp's Bot : Use Zapier. (Yet to try out)
It would be easier to simply have the option to set custom fields text to be added throughout a doc and description text, and also have the option to print to PDF the entire form response as is with the form text.
Also : Get a more legally useful electronic signature custom field feature.
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