WorkForms question types

 

WorkForms has everything you need to build your perfect form. This includes a wide variety of question types to ensure your form gathers all the necessary information from submitters.

You ask, we deliver 📋

 

Available question types

The question type you choose for your form will also correlate to a monday.com column type, where answers will filter into once a form is submitted. 

See each question type and the column type that it will correspond to on your monday.com board!

 

When building your form with AI, you can describe exactly what information you need to collect, and the AI form builder will choose the correct question types for your needs! 

 

The mapping between your columns and question types is a great way to ensure that answers from your form responses are collated in a way that is easy to work with. 

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Tip: Use the questions outline in your WorkForm's left pane to view, navigate, and reorder questions easily by clicking and dragging. Read our article to learn more! 

 

Add conditional questions

Conditional logic in your questions allows you to consider what follow-up questions and information might be relevant once a submitter has answered a specific question in your WorkForm. This setting enables you, as the form creator, to display questions on the WorkForm only if the submitter's answers in a previous question meet a certain condition. 

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Note: Read our article on Using conditional logic in WorkForms to understand how to set up and utilize conditional logic in your forms! 

 

Modify your questions

You can modify your question settings in various ways, giving you full control over how your questions appear. These settings include which questions appear on the WorkForm and which remain hidden, as well as other settings, such as whether they are required to be filled out.

  • Hide or display questions

To customize the display of a question, click on a question block and select the "cog" icon in the bottom left-hand corner. An editing menu will appear on the right-hand side of the screen. Use the toggle next to Hide question to hide or display the question on the form. 

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When the question is hidden, you'll see an "eye" icon with a slash through it appear in the top-right corner of the question block.

 

Note: Hidden questions will not appear on the form itself; however, they can be viewed by using the Inspect Element option within the Browser Developer Tools menu.

 

You can also choose to hide or display hidden content from your form and within the Question outline. To do this, toggle on or off Show hidden content at the bottom of the Question outline. WF- Show Hidden Content .gif

 

  • Make a question required 

You can also click the cog icon to set a question to Required, which will require submitters to provide an answer to complete the form. When a question is required, a red asterisk will appear in the top right-hand corner of the question. 

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Note: Read our article on required columns to understand how the required setting works on boards with specific required data validations! 

 

  • Duplicate a question

The Duplicate button enables form creators to easily duplicate questions while creating a form. This can save time when creating similar questions in long forms. To duplicate a question, click on the question box and select the Duplicate icon located next to the Trash icon.

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  • Column Mapping 

The column mapping icon will appear in the top right-hand corner of a question only if the question name does not match any of the column names on your board. When this icon appears, you can hover over the icon to see which column the information will be collated in. If the question and your column share the same name, the icon will not appear. 

WF- Column Mapping Icon.png

 

Tip: Any change you make to your WorkForm will be saved automatically! Simply make the edits of your choice, and you can pick up right where you left off the next time you access your WorkForm.

 

Default question settings

Certain question types offer additional modification settings that let you choose a default answer, tailoring the submission experience to your needs. These include the Date, Location, Phone, and True/False questions. 

  • Default date and timestamp

You can automate the date and timestamp of a date question by selecting the toggles next to Today as default date and Include time. These will give you a clear indication of the date and time an answer was submitted. 

WF- Date Setting New.png

  • Default phone prefix

When adding the Phone question to your form, you can predefine the dialing code prefix if you would only like to receive phone numbers from a specific region. You can also enable Auto-fill country prefix, which lets submitters choose the country dialing code from a dropdown list. 

WF- Auto-Fill Country Prefix New.png

  • Default location 

In the Location question, select Auto-fill location to automatically determine the submitter's location. 

WF- Auto-fill Location New.png

  • Default check-box

When selecting a True or false question type, you can choose to auto-fill the checkbox on the form so that the submitter is not required to do so manually. This is useful for agreeing to terms and conditions or for enabling marketing content. 

WF-Checked by Default New.png

  • Pre-fill value

You can set a Pre-fill value for certain column types, which will auto-populate information when submitters fill out their forms. Having pre-populated form fields gives you a more personalized and faster submission experience. 

There are two Source types to choose from when using the Pre-fill value: Account or URL parameter. If the submitter is a member of your monday.com account, the "Account" option will auto-populate form fields with monday.com account information. You can then select which Field of information you would like the question to pre-fill. 

WF- Pre-Fill Value Account New .gif

 

Note: The "Account" pre-fill option is only available to Enterprise accounts. Read our article to understand more about this feature!

 

The URL parameter can be used externally to your account and pulls data based on the URL configuration you send. To set this up, select the toggle next to Pre-fill value in the question settings, type the Parameter name you would like to auto-populate in the window that appears, and add the value to the URL. 

WF- Pre-Fill Value URL New .gif

Once the form is submitted, the question will be auto-populated with the answer, so the submitter does not need to fill it in independently. 

 

Note: The "URL parameter" pre-fill option is only available to Enterprise and Pro accounts. Read our article on the URL parameter pre-fill feature to learn how to configure this setting. 

 

Link new questions to existing columns

Adding a column to your board will not automatically create a question in your WorkForm. To connect a new question with an existing column on your board, you must search for the column name within the + Add content menu in your form.

When searching for a question type, it shows two options if an existing, unsynced column is available. By selecting the question option under Columns in, the question on your form will be paired with an existing column. 

WF- Connect questions to existing columns.png

If you select the question option that is not associated with a column on your board, then a new column will be added to your board to gather the responses to this question. 

 

Note: To connect a new question with an existing column, you must search for the column name within the "+ Add content" menu, not the column type. 

 

Single and Multi-Select questions

Single-select or multi-select questions allow the submitter to select either one or multiple options from a list. You can easily add different options to the question, reorder them by dragging and dropping, and hide certain options from the submitter.  

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By clicking Question settings in the bottom left-hand corner of the question box, you can choose to display your single- or multi-select options as a list, a dropdown, or horizontally.

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The options provided in the question can be sorted in a custom order, alphabetically, or randomly. To sort the options, click the dropdown arrow below Options order, then choose how you would like to sort them from the dropdown menu. 

WF- Options Order New.png

 

From within the question settings, you can also choose how many options a submitter can select within the Multi-select question. To choose a limit, toggle the Limit option selection on, and select the number of selectable options from the dropdown list. 

WF-Multi Q Selectable Options.gif

 

People Column question

Wanting to assign an item to a specific person using WorkForms without having to create an automation? Not a problem. You can add a people column question to your form! The people column enables the form submitter to specify which account member is associated with the submission, and it is very useful for request-type use cases.

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Note: It is not possible to assign a team in WorkForms. The People Column question is only for individual person selection and is only available if the form is restricted to account members only. Read more about WorkForm account-level permissions.

 

Connect Boards question 

With our monday Connect Boards question, you can connect form submissions to your other boards on monday. This helps with connectivity and transparency!

WF- Connect Boards Question Overview.png

 

To add this question to your WorkForm, first ensure the Connect Boards Column is added and configured in your board. The Connect Boards question will then be added to your form builder.

WF- Add Connect Boards Question.png

 

To activate this question, select Require login to monday.com in your Share form settings to restrict access to your account members only. Then, make sure the question is visible on your form by toggling off the Hide option in the question's settings. 

WF- Restrict Form to Account Members.gif

 

Note: If the form submitter does not have permission to access any of the connected boards, they will not see the question on the form, regardless of whether the form creator added the question.

 

If your Connect Boards Column is linked to one board, the form displays a single dropdown with that board's item names. If it's linked to multiple boards, the form shows two dropdowns: one to select the board and another to choose the item on that board.

WF- Connect Boards Question Single v.s Multiple.gif

 

Tip: You can also add a Mirror Column to your board to display the relevant columns from your connected boards! 

 

Subitems question 

By using a Subitems question type in your form, you can keep more detailed information from form submissions clearly mapped out on your connected board. The Subitems question will filter information from that question into the subitem section of the item on your board. Each form can contain no more than one Subitem question. 

WF- Subitem Response.png

 

Note: The Subitem question type is currently available for Pro and Enterprise accounts. 

 

There are two ways to set up a Subitem question on your form. You can add the question type by creating the relevant columns and status labels directly in the subitem level on your board, after which a Subitem question will automatically be added to your form. 

WF- Subitem Question 1.gif

 

Note: The Signature and Connect Boards question types are not currently supported in the Subitems question type.

 

Alternatively, you can add the Subitem question directly to your form via the form builder. Once added, return to your board to configure the columns and labels in the subitem level to suit the needs of the question.

WF- Add Subitem Question.png

Column customization and configuration can only be done from within your board, and not via the form. This includes adding/removing columns, customizing labels, ordering, and setting limits. 

 

Note: The Subitems block cannot be deleted from a form because it is linked to the board structure. To hide it from view, select the Subitems question in the form builder and toggle the Hide question option. If the question is marked as Required, first untoggle Required, since the Hide question option won't be accessible while it is required.

 

Name and Update questions

You can choose to add the Name and Update questions to your WorkForm from the + Add content menu. This helps align incoming submissions with your board's structure and workflow.

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The Name question will include the board's first column within the form, which is commonly used to capture item names. 

WF-The Item:Name Column.png

 

The Update question allows you to collect free-form text, which will be added to the updates section of an item.

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If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

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