Click Up Form to Create a Task or Update if it Already Exists

What are you trying to achieve?

I am trying to have a clickup form Update a task if it does exist or create a new one if it doesn’t.

Steps taken so far

I created a flow to 1.Watch Tasks (From Form), 2.Get Tasks (From Form), 3.List All Tasks (In Separate List), then to a 4.Router with a filter if 2.Task Name is equal to 3.Task Name to 5. Edit A Task (In Separate List) and the other 4.Router direction I can’t seem to find a filter or logic to go with the 6. Create A New Task. I have tried filtering with multiple things such as 2.Task Name doesn’t equal 3.Task Name in which in infinitely is creating the same task over and over again.

Any help is appreciated.

Please add blueprint or screenshots to help us investigate thank you!

The thing about Clickup form is that it always creates a new task. How are you identifying that it is not a new task or one that you want to update. Do you have some sort of standard naming convention or identifier you are using??

So I think you have 2 problems.

  1. How do we identify that a task is created in the new list or not yet
  2. You are looking over all tasks in your clickup to see if they have the same name which causes the scenario to loop over all tasks in your list.

Solution to 2
I am using set variable to set a task name that you would have set after form is submitted.

  1. Setting my task name

  2. List all tasks in my list

  3. Make an array with my task names and taskID

4.Set variable that maps all the names in the clickup list so we can search over this (this will stop your looping issue)

5.Create a task if we do not find the task name in our array

  1. Update the task if we find it in our array

  2. Get the taskId using mapping. We are saying when you find this name in the Array get the taskid

Let me know if this works. I still think you need to solve 1 but this will solve you MAKE issues.

@Jared_Martorell

@Jared_Martorell
Hi,
Please mark as solution. if you used this. thank you!

Still looking through this to try to implement your advice, not to familiar with some of these tools so it is taking some time. Will lyk if this solves it. Appreciate you.

Can we hop on a call? Do you have discord?

Hi @Jared_Martorell

The Make Community thrives on collectively sharing knowledge and making it accessible for anyone. If you do end up taking the conversation outside of the forum, it would be great if you could post a summary of the solution here for the benefit of the community.

Thanks :raised_hands:

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If i ever receive a response I will lyk.

I do care about helping that is why I took time out of my day to give you a solution to your problem with nothing in return. I just am not always looking and answering questions as I have other responsibilities in life also. But I can jump on a call one day to try and help you solve this issue I understand. Sorry for your frustration. But please respect the members of this community and the people who donate their time.

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If you can explain more about what you are not following along with in the solution above. Then I can help. Jumping on a call is harder for me during the week.