Send Jotform submission data to Clickup if conditions are met

I set up a Jotform app to watch for submissions, and if the New Patient radio is marked YES, then the router is supposed to create a task in ClickUp. If NO, the scenario should end and do nothing.

I am not sure if the router is set up correctly to handle the YES/NO conditions, and I am having trouble getting the data mapped to Clickup; it keeps throwing an error. I am also unsure how to end the scenario if the answer is NO. Most of what I have seen says to force an error, which I am unsure how to do in the most elegant way.

Any help is greatly appreciated.

SCENARIO SET UP

ROUTER FILTERS


CLICKUP ERROR

CLICK UP MAPPING



Hi @DB,

Welcome to the Make community! Thanks for posting with the info you did, but we are missing the output bundle of the Jotform. Please, follow these steps when asking a question, and you’ll be more likely to get a helpful answer:

:writing_hand: Give us a detailed explanation of what you’re trying to achieve

:footprints: Tell us about any steps you’ve tried so far

:camera_flash: Include screenshots of:

  • your scenario flow and setup (functions, mappings, variables, etc.)
  • module configurations and outputs
  • any error messages you are getting

:card_file_box: Share the blueprint of the scenario you are asking a question about. (this does not contain any connection or personal information)

Most probably, the ‘Is this a new patient’ is a boolean value, as this is a radio button. That means that the value is not a string of ‘yes’ or ‘no’, but a boolean value of ‘true’ or ‘false’. In the filter you should select a boolean filter. Again, this is probable but not definitive. I would need the output bundle of the Jotform.

For the Name error. What is the input bundle of the Clickup task? It might be possible that the value you mapped is empty.

The date error is most likely about the formatting of the date you are trying to pass for paramere ‘f1126…’. Again, the input and output bundles would be usefull.

Henk
Certified Make Expert and Partner
Book a consult with me

1 Like

Hi @DB

Welcome to Make community!

Below are the reasons for the errors you are facing and the way of stopping the scenario:

  1. Most important, check the data type of field and values by hovering over the field and variable names. Data type of field and variable should be same whenever you are mapping in your workflows.
    For example, below screenshot shows the date variable is “text” type.

image

And the next image shows the field is “date” type.

Screenshot 2024-07-30 182402

Hence, in this case, you need to wrap up the date variable (which is of text type) with parseDate() function.

  1. To stop the scenario, you do not need a router. Instead, “Is this a new patient?” equal to “yes” filter is enough. If the value will be no, then it won’t pass the filter and stop the execution.

  2. Select the filter as “equal to (case insensitive)” as sometimes yes can be Yes or YES also.

  3. First error for clickup module says “value missing for parameter name”. It means, patient name is empty from the form. To handle this, set a filter for “patient name exist” also with “and” operator.

  4. Second error is for date. Invalid value possible reason is data type is not matched. Please refer to point 1 for this.

Regards,
Msquare Automation - Gold Partner of Make

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