> For the complete documentation index, see [llms.txt](https://docs.clearfeed.ai/clearfeed-help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.clearfeed.ai/clearfeed-help-center/integrations/clickup/forms.md).

# Lists

## Configuring ClickUp Lists <a href="#configuring-forms" id="configuring-forms"></a>

Each ClickUp Form has two parts: ***when creating a ticket*** and ***when editing a ticket**.*

* Navigate to [Forms](https://web.clearfeed.app/objects/clickup) on the ClearFeed web console -> click on `Import from ClickUp`.
* You should see your Lists in the following format: Space Name > Folder Name > List Name, where applicable.

### Rename a ClickUp Form

Rename imported ClickUp forms in ClearFeed to make them easier to identify in Slack.

1. In **Forms**, open the imported ClickUp form.
2. Select the pencil icon next to the form name.
3. Enter a new name and save it. Names can include `>` to keep a ClickUp hierarchy, such as `Space > Folder > List`.

The custom name is stored only in ClearFeed. It does not rename the source ClickUp List. This custom name is retained when you reconnect or re-sync the ClickUp integration.

{% hint style="info" %}
Renaming imported forms is available only for ClickUp. Forms imported from other integrations, such as Zendesk or Intercom, cannot be renamed.
{% endhint %}

{% hint style="info" %}
**Supported ClickUp Field Types:** Status, Assignees, Due Date, Priority, Single-select, Text, Number, and Multi-select. We plan to add more ClickUp fields soon.
{% endhint %}

### *Create* ClickUp Form <a href="#create-form" id="create-form"></a>

1. *Title* and *Description* are added to the Form by default. These are non-removable and pre-filled by ClearFeed. However, they can be hidden to prevent modification.
2. From the ClickUp Fields table (right-hand panel) - add the fields you want to be a part of the form.
3. Configure properties such as adding hint text, placeholder text, making fields optional, setting a default value, or hiding a field.
   * Learn more about field properties **here**.
   * Save your configuration.

<figure><img src="/files/11ylVBGJFMtXeSAjBIvo" alt=""><figcaption><p>Creating a ClickUp Form</p></figcaption></figure>

### *Edit* ClickUp Form <a href="#edit-form" id="edit-form"></a>

If the Edit Form is enabled - users will see an Edit Ticket button when they create a ticket. You can provide requesters and responders the exclusive ability to modify fields after ticket creation.

Only the fields that are a part of the *Edit form* can be modified from the triage channel after a ticket is created.

1. Add fields from the `ClickUp Fields` table available on the right-hand side.
2. Configure properties such as making fields optional, setting a default value, or hiding a field.
   * Learn more about field properties [**here**](https://github.com/clearfeed/new-docs/tree/main/integrations/clickup/forms/README.md#field-properties).

{% hint style="success" %}
**Pro tip:** Use the **Add all Create Form fields** button to quickly add fields that are a part of the *Create* form to the *Edit* form.
{% endhint %}

## **ClickUp Ticket Creation Without a Form** <a href="#allow-ticket-creation-without-a-form" id="allow-ticket-creation-without-a-form"></a>

* If all fields in a form are hidden, users can create tickets without completing the form.
* If all fields in a Form are set to be editable by *only responders*, requesters can create a ticket without filling out the form.
  * **Note**: Fields will have pre-filled or default values in both scenarios.

## ClickUp Form Field Properties <a href="#field-properties" id="field-properties"></a>

* **Removing Fields:** Remove fields from a Form using the Delete icon.
  * **Note:** *Title* and *Description* are non-removable in the *Create Action* form. However, they can be hidden to prevent modification.
* **Reordering Fields:** To customize the order of the fields, click and hold a field in the left column, then drag and drop it to your desired position in the sequence.
  * **Note:** Non-removable fields will always be on top, while hidden fields will automatically move to the bottom once the changes are saved.
* **Non-responder Field Label:** Determines the field name displayed to the requesters when they use the form.
  * If fields are hidden - this property is not relevant.
* **Placeholder Text:** Text inside the field before users enter their information.
* **Hint Text:** The hint text is shown below the field to guide users on what to enter. Think of this as the field description.
* **Default Values:** Adds default values to the fields. Default values automatically populate the corresponding ClickUp fields when a ticket is created.
  * **Note**: Default values cannot be entered for non-removable fields.
* **Hidden Fields:** To ensure specific fields are not modified during ticket creation, you can hide them from the *Create Action* Form.
  * **Note**: When hiding a field, you must assign it a default value.
* **Permissions:** Specify who must fill out a field when creating or editing a ticket using the **Editable by** column. Choose between *All users* or only *Responders.*
  * **Note**: Users with the required field permission must fill it out when creating a ticket on Slack.
* **Required Field**: Specify if the field is optional or mandatory when creating or editing a ticket in the `Required field` column.

<figure><img src="/files/E6zzzvxFgJaAjjG6IDsi" alt=""><figcaption><p>Field properties for ClickUp</p></figcaption></figure>

## Mapping ClickUp Forms to Collection <a href="#mapping-forms-to-collection" id="mapping-forms-to-collection"></a>

All active ClickUp Lists (forms) are available for ticket creation by default in Collections with ClickUp Ticketing enabled.

* You can limit the available Forms for ticket creation by mapping specific Forms to a Collection.

{% hint style="info" %}
Only Forms with an active [*Create Action*](#create-form) Form will be available for mapping.

* A form can be mapped to multiple collections.
  {% endhint %}

**How to map ClickUp Forms (Lists) to a Collection?**

1. Navigate to `Collections -> Settings`.
2. Go to `Ticketing Settings`.
3. In the Forms Availability section, select the `Specific Forms` option.
4. From the available Forms, select the ones you'd like to associate with this Collection.

<figure><img src="/files/M9hPsOm2A8tTjjOCL2T9" alt="" width="563"><figcaption><p>Mapping ClickUp forms to a Collection</p></figcaption></figure>