I have a Cognito form with checkbox selections for types of services requested. I want the types of services to transfer to a Clickup task and add specific labels based on boxes checked. I can’t figure out how to update the customer field- tags. I’ve tried formatter to separate each selection but don’t know how to add it to the custom field. Anyone have a work around or do I have to change the custom field to a text. I really need to color coding that comes with labels.
Best answer
How do I transfer Cognito Forms checkbox selections to ClickUp task as specific labels using Zapier?
- Beginner
Best answer by Troy Tessalone
The Types of Services field is a dropdown with a list of options.
Each option has 2 values (top/bottom).
The field expects the bottom value.
That means you would likely have to use a Lookup Table to translate the friendly value to the internal ID.
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+14- Zapier Orchestrator & Solution Partner
Hi
To help us have full context, please post screenshots with how your Zap steps are outlined and configured, thanks.
- Beginner
Here is a screenshot of what I have now but the selections from Cognito come over as 1 item but I need to select the options on the custom field.
+14- Zapier Orchestrator & Solution Partner
- Answer
The Types of Services field is a dropdown with a list of options.
Each option has 2 values (top/bottom).
The field expects the bottom value.
That means you would likely have to use a Lookup Table to translate the friendly value to the internal ID.
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