Creating Relationships in Forms
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Max Weiten
Hey all, just wanted to give you all a transparent update on the status of this request. We are currently in the SCOPING Process, and are taking all of your survey results into consideration. Thank you to each and every single one of you who has added your thoughts and opinions! We will directly use this feedback to build out the feature the exact way that you all have a use for it!
I have made a concrete plan to do the following for forms:
- Finish out nested conditional logic here: https://feedback.clickup.com/feature-requests/p/nested-logic-in-conditional-logic-in-forms
- Once nested conditional logic is out, it's a natural next step to do relationships in forms: https://feedback.clickup.com/feature-requests/p/creating-relationships-in-forms
Believe me when I say this, I hear the feedback each and every single one of you has provided to our team! I agree with each and every single one of you fully, this will be a huge unlock, for service teams and businesses on ClickUp alike!
When the scope is all set, I will return with more updates! Thank you for your patience so far, let's build something insane together!
Alex Monroe
Joey C Yes, we still have this issue, though Claude may be smart enough to do it for us. We do it manually currently, and often we just don't bother because it isn't worth the effort.
J
Joey C
Alex Monroe Thanks, Alex! That makes sense. If linking each issue by hand takes more effort than it’s worth, I can see why your team often skips it. Appreciate you sharing how you handle it today.
Ryan Stringham
Just adding my voice to this. I could set this up in Make or n8n, but my preference would be for this feature so that people can use the form to submit scope change requests or even general requests that could be received and automated into a subtask of existing related projects.
J
Joey C
Ryan Stringham Hi Ryan, you mentioned wanting scope-change requests to land as subtasks under the relevant project. I’m researching a possible paid app that could handle that routing. Is this still a problem, and how are you handling those requests today?
Gail Marek
Hi Max Weiten, any updates on Creating Relationships in Forms?
Virgilio Periñan
Hii! Just checking in to see if there are any updates on this. This feature would be a huge game-changer for several of our internal administrative processes. Looking forward to any news!
Jessica Lee
Caroline Ginty Max Weiten Any update you can provide on this? As an admin, I have been approached about this limitation repeatedly. We need a fully zero-touch way to link a form request to another task, whether that is within the form or post-submission.
J
Joey C
Jessica Lee Hi Jessica, you mentioned that people repeatedly ask you for a way to link form requests without someone doing it by hand. I’m researching a possible paid app that could handle that step. Is this still coming up, and what’s one example of a request your team needs to link today?
L
Lucas Lopez
What's the estimated time for releasing this feature?
Seeing this request in "Scoping Process" Since November 2025 and no reply to other user's question on ETA is a bit disappointing as business user...
Simon Ihlenfeldt
Can't wait! :) it's one of the main bottlenecks, why we have to use external form builders for our clients.
J
Joey C
Simon Ihlenfeldt Hi Simon, you mentioned that this limitation is one reason you use external form builders for clients. I’m researching a possible paid app focused on linking form submissions to existing ClickUp records. Is this still a sticking point, and how are you handling those links for clients today?
Simon Ihlenfeldt
Joey C You can check out Fillout/Zite: https://try.fillout.com/automations
I’ve been using that tool for about 2-3 years now, and I’m quite satisfied with it. It has a Clickup integration and can add relationship fields to the form.
J
Joey C
Simon Ihlenfeldt Thanks, Simon! Appreciate the Fillout recommendation and hearing how it’s worked for you with ClickUp.
Simon Ihlenfeldt
Joey C Happy to help :)
Caroline Ginty
Merged in a post:
Relationship Custom Field Setting in Form
G
Graham Flokstra
I would like to be able to set a value for a relationship custom field within a form view
Caroline Ginty
Merged in a post:
Ability to Add Relationships from Forms
Kolton White
Caroline Ginty
Merged in a post:
Add Relationship Custom Field Support to ClickUp Forms
Bryce McWhirter
Problem:
Currently, ClickUp Forms do not support Relationship Custom Fields, which prevents users from linking form submissions to related tasks or lists during the intake process. This limitation forces users to either:
Use workaround dropdown fields that don't provide rollup data
Manually add relationships after form submission
Use external form tools with integration middleware
Use Case:
Many teams use ClickUp as a relational database where one list contains records (clients, vendors, projects, locations, etc.) that need to be referenced by tasks in other lists. When collecting information through forms, users should be able to select from existing records in related lists. For example, linking a new request to an existing client record, or associating an event with a specific location from a master database. Without relationship field support in forms, the rollup data from those related records isn't available on the newly created tasks.
Requested Feature:
Enable Relationship Custom Fields (both "Any task in your Workspace" and "Tasks from a specific List" types) to be added as form questions. When a user fills out the form, they would see a searchable dropdown of available tasks from the related list, similar to how relationship fields work within tasks.
Benefits:
Streamlines data collection by capturing relationships at intake
Reduces manual work and human error
Enables rollup data to be available immediately on form-generated tasks
Creates more powerful database-like functionality within ClickUp
Maintains data integrity by linking to existing records rather than duplicating information
Current Workaround:
Using standard dropdown fields with manual relationship linking after submission, which defeats the purpose of automation and creates extra administrative overhead.
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