How to Use Conditional Logic In ClickUp Forms

September 15, 2023

ClickUp Forms are amazing for several different reasons. They’re easy to build, easy for users to fill out, and they funnel data directly into your ClickUp. What more can you ask for?

Actually, there is more we’ve been asking for, and it’s finally here:

Conditional logic and formatting in ClickUp Forms!

This brand-new feature has been a long time coming for ClickUp, and we’re so excited it’s finally here! Watch our step-by-step tutorial below, or keep reading to learn more about what it is, why you should use it, and how to bring it to life!

What is conditional logic in ClickUp Forms?

The easiest way to think about conditional logic is with if/then statements. If a user selects a certain option within your ClickUp form, then they will be presented with an additional question or questions.

For example, say you offer three different services, but you need to ask different intake questions for each. Instead of having all of the questions in one form, they’ll only appear once someone selects that particular service. Here’s what that looks like:

  • If a user selects Service 1, then questions related to Service 1 will appear.
  • If a user selects Service 2, then questions related to Service 2 will appear.
  • If a user selects Service 3, then questions related to Service 3 will appear.

Why use conditional formatting?

So, why is conditional formatting great for ClickUp forms? In short, it allows your forms to be dynamic. Just like we talked about above, it ensures users on your site don’t have to fill out lengthy forms and answer questions that aren’t relevant to them. At the same time, it lets you only collect information that you need without sifting through unnecessary details.

Examples and use cases of conditional formatting in ClickUp Forms

There are tons of different scenarios in which conditional formatting will be super helpful within your Forms. Some examples can include:

  • Service/creative/product/asset requests: Once a user selects the type of asset they’re requesting, you can ask more specific questions about it. For example, say someone is requesting a video. With conditional formatting, you can then populate more questions to get details about scripts, formatting, deadlines, and any other relevant information you need about it.
  • IT requests: Because IT requests can be virtually anything, conditional formatting can help narrow down what exactly someone needs. You can use conditional formatting to ask questions about specific departments, urgency, type of request (new software, fixing a bug etc.), and more.
  • Feedback requests: Instead of asking everyone the same questions, you can request more specific feedback through conditional formatting. Whether it’s a product, service, or something else, you can ask the right questions for each scenario so you can receive more helpful (and relevant) feedback.

How to apply conditional formatting to your ClickUp Forms

Thankfully, creating or editing a form to include conditional formatting is super intuitive and straightforward. Here’s how you can do it:

Create a field in which users have to make a selection.

What do we mean by this? In order to populate those specific questions, a user first has to make a selection – it cannot be an open field or text option. In ClickUp, those fields come to life through:

  • Dropdown
  • Checkbox
  • Label

Select the ‘logic’ toggle.

This one is super self-explanatory! Once you select the ‘logic’ toggle, you’ll get to create your rules.

Create your rules and if/then statements

Next, it’s time to create your if/then statements and create the specific fields and questions you want to populate. Within ClickUp, you can set responses to:

  • Is
  • Is not
  • Is set
  • Is not set

When you’re first getting started with conditional formatting, it’s probably easiest to start with ‘Is’ responses since it’s the most straightforward.

For example, if someone is submitting a request for a creative asset, it could come to life like this:

If response is ‘social media post,’ then show the following fields:

Create the fields you want to populate

Once you create your ‘rule’ (aka: your if/then statement), you can then populate which fields you want users to answer based on their selection. These fields can be anything you want – more selections, long text, short text – whatever you want! You can add multiple fields and questions here.

Pro tip: If you have certain questions you always want on your forms – no matter what a user selects – you don’t have to add those underneath the ‘rules.’ All you have to do is create your fields/questions and drag them below your conditional questions!

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