Integrate Forms with automations
Log In
Lilly
Apply a template based on certain fields in the form.
If I have a required dropdown form field, like "activity type" I should be able to append different task templates based on this without creating several different automations.
Charlie Clarke
100% >>> Form submission recieved...do XYZ. This seems like an absolute no brainer to me. IE it might email the next step to the submitter, it might assign certain tasks to the team. This is so important!
Zach
Merged in a post:
Send automated email to validate task from clients forms.
S
Sergio Alanís
Be able to create an automation for forms request.
When the team mark a task with validation status. It sends automatically an email to the person, to validate the work.
Specially useful for external request.
For achieve this. The automation can use the email in the form from the request.
C
Chris Amodei
The below need could be accomplished using Automations with Forms.
You'd just need something that says, when this is selected from a Form's custom dropdown, set the due date so many days out. Done.
This must happen before the person submits the Form, it should change in realtime on the due date within the Form.
If there's another request for this, please let me know and i'll vote on it. Within a Form, need the ability to add and set predetermined due dates based on a dropdown selection. This way, people cant select due dates the same day or next day. For example, if within a Form for project submissions, I have a dropdown with different types of projects the end user can select from. Lets say the dropdown has Logo, Graphics PKG, and Revision.
When they select Logo - the due date automatically adjust to 7 days out (or whatever duration of time we predetermine when you select that option) from the current date, thus the system not allowing you to select an earlier date. Same functionality for any/all options within the Dropdown.
This Form logic would allow due dates to be auto set per project type.
Jenifer Jay
I would like for a form once it is submitted to trigger a task dependcy and start another task. It would also be nice if forms could be triggered to go to a specific list, for instance have a field that can add it to an automated list inside a specific folder.
Ronnie White
Merged in a post:
Form automation
Bob Mandel
There are very few form automations. For instance, if someone completes a certain form do this (email a client, say).
Bryan Su
I would like the form to able to respond to the options selected and the output information from the clickup data.
For example, if i am using clickup as a customer supporting ticketing system, i would like the customer to be able to see the status of the case by just entering the ticket number. The form will pickup the ticket number, look through the database and then output certain field data.
That way i dont need to keep updating the customer. Anything that i update into the log (solved, progress, cancellation or etc), the customer will see it. And yea, not to forget if it support auto emailling. that would be great.
R
Ross Smith
if there would be a possible bridge or co-op of the automation functionality in part with the form submissions, the user would have a myriad of possibilities depending upon their desired goal. Could be built fairly straightforward in terms of UI and translates well logically for dev team as well.