Now that you have created and designed your WorkForm, it's time to delve into the sharing settings and permissions.

With customizable settings and permissions, you will find everything you need to secure your form and enhance the responder's experience.

WorkForm settings

To ensure that your form meets your team's security and usage standards, you can select various form settings from the Settings tab at the top of your form.

• Submit multiple forms

By selecting this setting, submitters can submit multiple form entries. This can be useful for placing orders or signing up for recurring events.

• Save as draft

When filling out long, complex, and multifaceted forms, submitters can save their progress as a draft and return later to complete the form. You can enable this feature by toggling the Save as draft setting.

• Make the form anonymous

By selecting Make this form anonymous, all submitters' identities will be withheld. This is a useful setting when dealing with personal or sensitive matters, as it ensures the submitter feels comfortable filling out your form, knowing their identity will be omitted.

• Add reCAPTCHA

You can add reCAPTCHA to your form. This requires the submitter to select a box before submitting the form to prevent fraudulent responses.

• Set a response limit

A response limit is a useful tool when you require only a certain number of responses or when you have a maximum capacity to work with. To set a response limit, click on the checkbox next to Set Response Limit and enter the desired number of responses in the Response Limit field.

• Schedule a close date

You can select a specific date on which submissions will automatically stop. This allows you to control when submissions are received and set a deadline for submitters to complete the form. For example, if your form is in preparation for an event, the close date allows you time to ensure you are prepared between submissions and the event itself.

• Hide branding

You can hide the WorkForm branding from the side of your form by using the toggle next to Hide branding.

• Translate form with AI

Enabling this feature allows the form submitter to select up to 50 languages from a dropdown menu at the top of the form for AI translation of all form content. This is especially useful when sharing forms across different regions where your team needs content in various languages.

• Determine form language

This setting is an accessibility feature that enables screen readers to read the form aloud to the submitter. The language chosen in this setting should match the language of the form.

After submission settings

• Response viewing

Once the form has been submitted, the submitter can view their form response to see all the fields that have been answered in the form. Toggle this setting on in the After submission settings.

The submitter will see the option to view their form after submission by clicking on the click here link. A new page will open with a read-only view of their form.

The three dots in the bottom left-hand corner allow the submitter to choose to export their form to a PDF or copy a link to their form view.

Your board will automatically create a submission link column and save the form link for each related form.

• Response editing

Enabling Response editing for your WorkForm will add a Link Column to your connected board. Once a form response is submitted, a link will be automatically generated with the response and added to this column. This link can then be shared with submitters either via copy/paste or using our diverse automations, allowing them to edit their form.

Submitters who are "Viewers" or "Guests" in the account, or those who are external to the account, are allowed up to ten edits per submission for all questions on the form. The Response editing feature does not support editing Signature or Connect Boards questions. Questions related to Files or Subitems can be edited or added to, but not deleted. All other question responses can be edited or deleted as needed.

• Redirect URL

Form submitters can be redirected to an additional landing page after submitting the form. To do so, toggle on the Redirect URL setting and input the URL of the webpage you would like to redirect the submitter to. Then click the Set URL button.

Form tags

Form tags are a valuable feature for tracking the origin of submissions and gathering additional data about your submissions. By adding a Form tag and a value to the URL, a Text Column will be created on your board. The incoming WorkForm submissions will then add this column value as part of the submission.

To add a Form tag, click on Add a tag under the Form tag settings section and enter a Tag name in the text box below.

Once your tag is created, you can share the link by selecting Copy link and inputting the value of the tag in the URL of this WorkForm. When a response is submitted from the link, the newly created column on your board will automatically fill in the Tag name.

monday.com settings for WorkForms

In the monday.com settings, you can customize how your form is connected to your monday.com board.

• Sync questions and column titles

You can choose to sync the questions on your form with the column titles on your monday.com board to ensure they align with the column titles on your board.

• Create items on your board

You can select whether you'd like to allow the form submissions to create new items on your monday.com board.

• Group for answers

Via this setting, you can determine which groups on your board your incoming form submissions should be collected in.

Sharing permissions

When sharing your WorkForm, specific settings are available that require permission to access the form. These ensure that the form remains secure and is only accessible to those who have permission to view it.

A window with these sharing permissions will appear when you click on the Share form button in the form view.

• Enable password protection

To ensure that your form is accessible only to specific people, you can enable password protection, which requires submitters to input a password to gain access to the form.

• Require login

You can choose to require logging into a monday.com account to access the form. This restricts the ability to fill out the form to team members only. Once you've selected Require submitters to log in, you will also have the option to choose Redirect to login page, which will automatically redirect the submitter to log in to monday.com if they are not already logged in.

For more information on sharing your WorkForm, read our article on how to Share and analyze your WorkForm.

Account-level permissions

Additional permissions are available at the account level and can be set using your monday.com account, alongside your WorkForms settings, to enable specific questions and features for form submitters.

• Change form ownership

If a member of your team is leaving your account or their permissions are being changed to Viewer or Guest, changing form ownership is crucial to prevent form responses from being disrupted. To change the form owner, click the profile icon in the top-right corner of your form, then select a name from the dropdown arrow next to Owner.

If the WorkForm owner has already been removed from the account and someone tries to access the form, an automation assigns the next available board owner to the form. As the new form owner, they will be notified of the change.

For forms on boards without another board owner, an account admin will be notified that the form will be deactivated until a new form owner is assigned.

• The People Column in WorkForms

The People Column enables the form submitter to specify which account member is associated with the submission. It is very useful for any request-type use case. To display the question in the People Column, you will be prompted to restrict the form access to account members only.

If the board or workspace on your monday.com account is private or shareable, the dropdown menu will only display members of that board or workspace. However, with a public setting, the dropdown menu will display all members of the account. Read about the different board types on monday.com and how to change them.

You will need to change the permission settings within the Administration section of your account to make the People Column question in your form public, thereby making it accessible to those outside of your account.

Click on your profile picture in the top right-hand corner of the screen, and select Administration. Choose Customization in the left-hand panel, and then Features at the top of the page. Scroll down to the section Enable your public account forms to use questions with your account data and select Enable.

• File upload permissions on monday.com

In WorkForms, you can add an Upload file question, which allows submitters to upload a file to their form. If the monday.com account-level permission for file upload and download is disabled, the submitter will not be able to submit a form if they have a file question on the form and do not have permission to upload.

To check your file settings, go to the Administration page on your monday.com account by selecting your profile picture on the top right-hand side of your page. From there, select Permissions and see if the file permission is granted to both guests and members.