I need all form info visible in the ClickUp submission

Hi there. We have one Jotform that gets dumped into one list [All Requests] in our ClickUp workspace. There's a field in the form that asks which teams they need help from. If they check multiple boxes, it tags the multiple teams in ClickUp and the ClickUp rule will route it accordingly. So basically it would be one task that gets shared across multiple lists [because we're all working on different aspects of it]. Example. Creative will create the social graphic, but social will need to POST it to LinkedIn.

I mapped some of the basic fields we all need to share [Name, Group, Email, etc.], but each of our teams has a wide variety of questions [using your conditional logic]. The mapped fields are mapping just fine, but I noticed tonight [we've only just started playing with it] that none of the data I filed out in the form [text answers, date fields, etc.] are showing in the ClickUp task. Only the ones I mapped.

I'm hoping this isn't the case, but... do I need to map EVERY SINGLE FIELD? Every question. Every date. Every dropdown. I was hoping it would come across just like the email notification does, where it shows me everything I filled out. We're coming over from Asana and when we used Asana's form, it did that. I assume the ClickUp one would, as well.. but I'm really loving Jotform and was hoping to use it.

Am I doing something wrong?

To elaborate... I know you can download a great PDF from the Jotform site that is a recap of the form request (and that the email notification shows it, too), but I'm trying to figure out if it's possible to have Jotform attach the PDF (as well as any attachments that were added when filling out the form) and to have all of that carry over to the ClickUp task, so when you open it... you see all that info... and whatever files they attached to Jotform.... show as attachments in the ClickUp task.

Hi Thomas,

Thanks for reaching out to Jotform Support. From what you described, it seems that only the fields you manually map in the integration settings are currently showing in your ClickUp tasks. This is expected behavior because Jotform requires you to map each form field you want to appear in ClickUp. Unfortunately, it is not automatic for all form fields and data to be transferred without mapping each one.

Regarding your question about the PDF submission and attachments, Jotform does offer an option in the integration settings to attach uploaded files to the ClickUp task. However, attaching the full PDF submission recap directly to the ClickUp task is not a built-in feature of the integration at this time.

Let us know if you have any other questions.

First, thanks for getting back so quick. Appreciate it. If I'm understanding this correctly, every single question in the form needs to be mapped to a field in ClickUp. So... if my QUESTION is simply... "Is is there any flexibility with the due date?", I'd have to create a dropdown field for "Due Date Flexiblity: Yes, No". Hmm. I'll have to rethink this then. What a bummer.

Hi Tom,

If you have a question like "Is there any flexibility with the due date?" and you want that response to appear in ClickUp, you would need to create a matching field in ClickUp (such as a dropdown with options like "Yes" or "No") and map your form question to that field.

The field types in your Jotform form must exactly match the field types in ClickUp for the data to transfer correctly. For example, if you have a dropdown field in Jotform, the corresponding field in ClickUp should also be a dropdown with matching options. This ensures that the data submitted in your form maps properly and displays as expected in ClickUp tasks. If the field types do not match, the integration may not work as intended, and some data might not appear or could cause errors.

Let us know if you have any other questions.