4 min read

Who can use this feature

Available on monday CRM

Available on Basic plan, Standard plan, Pro plan, and Ultimate plan

The item creation form in monday CRM is a pop-up form that appears when a team member manually adds a new item to a board. Board owners control which fields are shown, which are required, and in what order — so your team always captures the right data from the start.

Use this article to learn how to enable, edit, and customize the item creation form on your CRM boards.

Note: This article covers the item creation form only. It does not apply to WorkForms, which is the shareable form view used for external data collection. These are two separate features with separate settings.

Item creation form vs. WorkForms

monday CRM includes two distinct form types that serve different purposes.

The item creation form is an internal form that appears when a team member clicks to add a new item on a CRM board. It is enabled per board by a board owner, and only board owners can edit its fields and settings. This form is exclusive to monday CRM.

A WorkForm is a separate, shareable form view that can be added to any monday.com board across all products. It has its own independent configuration. Changes made to the item creation form do not affect any WorkForm connected to the same board, and vice versa.

How to enable the item creation form

To enable the item creation form on a board:

1Open the three-dot menu in the upper-right corner of your board.

2Select Board options and choose Enable item creation form.

3Once enabled, adding a new item will trigger the form instead of the usual inline row creation. To disable it, follow the same steps and toggle the setting off.

Note: Only board owners can enable or disable this feature. If you don't see this option, confirm whether you have board owner permissions.

How to access and edit the item creation form

To edit the item creation form, you must be a board owner. Non-owners can use the form to create items, but cannot change its structure or field settings.

To enter edit mode:

1Click to create a new item. This opens the form.

2Click the pencil icon in the top-right corner of the form to enter edit mode.

3From here, manage which fields appear, which are required, and their order.

How to set required fields

Board owners can mark specific fields as mandatory so team members cannot submit the form without completing them. This helps maintain data quality — for example, ensuring every new contact has an email address or every new deal has an owner assigned.

To set a field as required, enter edit mode via the pencil icon, click the relevant field, and enable the required setting. Mandatory fields are marked with a red asterisk when the form is in use.

Note: A field must be visible in the item creation form before it can be marked as required. Hidden fields cannot be set as mandatory.

How to reorder fields

Board owners can change the order fields appear in the item creation form to match the team's natural workflow — for example, placing the most critical fields at the top.

To reorder fields, enter edit mode via the pencil icon and drag fields into your preferred sequence. This only affects the field order in the item creation form and does not change the column order on the board itself.

Troubleshooting

The Name field is missing from the form

If the Name field isn't visible when creating a new item, a board owner has hidden or removed it. This only affects the item creation form and does not change how the Name field behaves elsewhere on the board.

To restore it:

Confirm you are a board owner. If not, ask an existing owner to make the change.
Click to create a new item to open the form, then click the pencil icon to enter edit mode.
Find the Name field in the list. If it appears greyed out, it has been hidden. Click on it and update its visibility settings to make it active again.
If the Name field isn't listed at all, it may have been fully removed. Look for an option to re-add it from the available board columns.

A field or column is missing from the form

Any board column can be shown or hidden in the item creation form independently. If a field isn't appearing when creating a new item, it is likely hidden in the form's settings rather than missing from the board itself.

To restore a missing field:

Open the item creation form and click the pencil icon to enter edit mode.
Review the full field list. Hidden fields appear greyed out.
Click on the hidden field and enable it so it becomes visible during item creation.

These visibility settings only affect the item creation form. They do not hide the column from the board or from any WorkForm connected to the same board.

The item creation form isn't appearing at all

The feature may not be enabled on that board. A board owner can enable it via Board options in the three-dot menu.

The form can't be edited

Confirm you are a board owner on that board. Members and editors cannot change the form structure. To become an owner, ask an existing board owner to grant you ownership via the board's invite settings.

Edits aren't showing for other team members

Make sure you saved your changes before exiting the form editor.

Tip: Visibility settings in the item creation form are independent of the board itself and any connected WorkForms — adjusting them here will not affect how columns appear elsewhere.

FAQs

Who can edit the item creation form in monday CRM?

Only board owners can edit the item creation form. Team members can use the form to create items but cannot change its structure or field settings.

Does the item creation form affect WorkForms on the same board?

No. The item creation form and WorkForms are completely independent. Changes to one do not affect the other.

Can I make a field required in the item creation form?

Yes. Board owners can mark any visible field as required so team members must complete it before submitting the form. A field must be visible before it can be set as mandatory.

Will hiding a field in the item creation form hide it on the board?

No. Visibility settings in the item creation form only affect what appears in the form. They do not hide columns from the board or from any connected WorkForms.

Is the item creation form available on all monday.com products?

No. The item creation form is exclusive to monday CRM. It is not available on other monday.com products.

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