With monday.com WorkForms, you can create and use custom forms to collect, track, and analyze data while automatically syncing with your monday.com boards and workflows.
In this article, we'll learn how to build a WorkForm, as well as how the results can be connected to your very own monday.com account. Let's dive in! 🙌
Getting started with monday WorkForms is as simple as can be! There are two different ways to access monday WorkForms, depending if you already have a monday.com account or not.
Add a WorkForm from your monday.com account
If you have a monday.com account already, you can create a new board or open up an existing board on your account. From there, all you have to do is click on the "+" sign at the top of your board and select "Form" from the resulting menu.
From there, you can click on "Edit form" to begin customizing your form without exiting your monday.com board! Alternatively, you can also select "Go to WorkForms" to be navigated to the WorkForms website to continue working on your form from there.
Add a WorkForm without a monday.com account
If you do not have a monday.com account yet, you can also create a WorkForms account and begin building out new forms from there! To do this, simply access workforms.com and click on the "Sign up" button on the top right corner of the screen or the "Get started" button on the bottom left. Follow the steps on the screen to create a brand new account for monday WorkForms!
The opportunities are endless when it comes to building your WorkForm; from the range of question and answer types, to the visual layout of your form, and everything in-between!
To begin customizing a new WorkForm, you can choose to either start a new form from scratch, or get started quickly using a pre-prepared template.
With either option you select, you'll be redirected to the WorkForm editor on the "build" tab so you can begin your WorkForm customization right away!
For more information on how to customize your WorkForm and to see all the customizable features, read our article Build out your WorkForm.
Through the various settings and permissions you can decide the way in which your form is viewed and engaged with. The settings and permissions include the submission view, form restrictions, customizing the thank you screen, and the sync between responses and your monday.com board.
To access these settings, select the "Customize" tab at the top of your form. From there you will find all the settings to the right of the form.
Read more about the various WorkForm settings and permissions for further information on how to customize these features to suit your needs.
The magic moment has arrived, it's now time to share your completed WorkForm! To do so, click on the "Publish" button at the top right-hand side of your form. From this page, you can share your WorkForm with others via a shareable link, by embedding your form in a webpage, or sharing it via a variety of social channels!
Now that your completed WorkForm has been shared, you'll be able to track all responses in the "Analyze" tab at the top of your form. By selecting either option on the left side of the screen, you can view your results either as a summary, as individual responses, or through the data analytics.
Read more about sharing your WorkForm, collecting data, understanding the analytics section, as well as automating your form in our article, Share and analyze your WorkForm.
- Who can fill out a WorkForm?
Anyone and everyone, just as long as they have access to the shareable link or embedded form.
- Can I use WorkForms to update an existing item on my board?
While completing a form will result in new items being created on your board, it is not possible to edit an existing item on your board via the form itself. That said, you can easily edit any item directly on your board, the same way you would any other board.
- Can I have multiple WorkForms on one board?
You can! You can set up multiple WorkForms on one board and even have the answers from each form fill a different group on the board. Simply add a new form from the drop down menu. Once you've customized your new form, you can easily go back and forth between the two WorkForms on your board from the tabs above your board!
- What happens when new columns are added to the board?
When new columns added to your board, they will show up on the WorkForm as new questions which will be hidden. You will then be able to click on the eye next to it to show the question and format it.
- Do the WorkForms display who submitted it?
You can add the Creation Log Column onto your board and the platform will recognize the person filling out the form as long as certain criteria is met! The following three conditions must be met order for the creation log column to recognize the form submitter:
- The user who submitted the form needs to be a user on your account and have access to the board which the form is on (either main board or subscribed to the private/shareable board)
- The user needs to be actively logged onto the monday.com account at the time that they submitted the form
- The user needs to be logged into this account only and not another one
If a form is submitted and either of these three conditions are not met, the creation log will show the name of the person who created the form instead.
- How do I create anonymous WorkForms?
You can make anonymous forms through the settings of the WorkForm by going into the "Customize" tab and checking "Make this form anonymous" as so:
If an anonymous form was chosen then the user filling out the form will see a message informing them that the form is anonymous form. If it is anonymous - the user who created the form will appear in the creation log for all items. If a user has multiple monday.com accounts open when filling out the form we will recognize the user ID of the last account they signed into.
- Can I deactivate a form that has already been shared?
You sure can! This can be done from the "Publish" tab by scrolling down and clicking on "Deactivate form". Anyone who has access to the deactivated form link or embedded page will see an error. You’ll be able to activate the links by returning to the same share window and clicking the “Activate form” button:
That's all for now! We hope you enjoy using our WorkForms product. 💥
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.