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!
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:
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.
There are tons of different scenarios in which conditional formatting will be super helpful within your Forms. Some examples can include:
Thankfully, creating or editing a form to include conditional formatting is super intuitive and straightforward. Here’s how you can do it:
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:
This one is super self-explanatory! Once you select the ‘logic’ toggle, you’ll get to create your rules.
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:
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:
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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