Forms! Powered by monday.com :)

At monday.com we’re all about making your work life simpler, more productive and efficient! Instead of receiving information from your clients and then spending even more time inputting it into the platform, we've now created a time-saving, client-pleasing solution - Forms by monday.com 😊

What are the forms? 

You'll create a board, tailor-made to your specifications (with the columns you know and love). With a few clicks of a button you'll be able to create a form based on that board, share it with your clients (by link or by embedding it on a website) and each of the response will create a new pulse with all the answers you need!

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Who can fill the Forms out?

Anyone and everyone, just as long as they have access to the shareable link or embedded link.

What columns are supported?

The supported columns are the following: Text, Long Text, Numbers, Status, Date and Checkbox. Keep reading to see how to make it happen! 👇

How to set it up?

Step 1 - Build the Board

The form will be created based on the columns you insert (names will be editable, of course) and the information provided will create new pulses.

Your business needs the information, consider the forms feature your courier 📩

Step 2 - Enable Forms View on your Board

Our Forms feature is a part of our Views Center. After setting-up the board go ahead and click on the "Add View" tab and then click on "Forms". The Forms view will appear thereafter. Here's how it'll go:

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How to use the Forms?

Step 1 - Customization [COMING SOON]

This form can and will be sent to (or seen by) your target audience, whoever they are. We love the fact that you want to use monday.com to reach new audiences and manage the findings within the platform; That's why we'll soon put in customization options to allow a logo and an amazing background to be added.

Step 2 - The Formation

You control what columns appear on the form and which will remain hidden. Browse through the Form to begin with, when hovering over each of the respective blocks an eye will appear on the top right corner allowing you to hide the column. Here's the eye and what the column will appear like when hidden (clicking the eye again will make the column re-appear):

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Quick note: Each column on the form has an indication next to it (on the left) letting you know the type of column it represents on the board. Even if we change the question the indication shall remain the same.

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Step 3 - The Questions

At first, the Form will be generated with the board's name as its header and the columns' names at the questions. Hovering over the Header as well as the Form's optional description will allow you to edit them. In fact, hovering over each of the blocks on the Form will allow you to edit the question and the question's optional description (as well as the option to hide or unhide the question already described above).

Here's how you edit the different fields - 

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Step 4 - The Finalizing

Once you have an amazing layout with superb questions and descriptions (if you so chose) we can move on to the finalizing stage! We'd recommend you take a look at your Form's "Preview". Clicking on the button will open up another tab, allowing you to view and enter submissions to the Form, just as your responders will experience it after you click "Share Form".  

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Step 5 - The Sharing

The magic moment, we've arrived! Click "Share Form" in order to receive your links to share and embed :) Here's how it looks - 

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Step 6 - The Results

Once the links are sent or embedded you'll receive your submissions as new pulses, making it that much easier to get stuff DONE.

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Here's what one will see once s/he submit the Form:

 

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Step 7 - The editing

Editing the Form will be an integral part of your workflow, we understand that :) Here are a few answers to questions you might be asking about this part of the process:

New columns added on the board level: These columns will show-up on the Form as hidden, you will then be able to click on the eye next to it to show and format it.

Changes made to status labels: Will reflect on the Form seamlessly :)

Deleting a Form (for deactivation please see below): To delete a form simply click on the down-facing arrow on the right hand side of the board's name and then hover over the Form's name to uncover the little trash can. This will delete the Form and also take it down so please proceed with caution :) 

Editing the Form while it's shared: This will update seamlessly (or on refresh if already open) thus allowing for changes to be made without any interruption to your Form's availability.

Adding a new form: Follow the same route listed below but instead of clicking on the trash can please click the "Add new form".

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Activate/deactivate your form - On the “Share Form” window you’ll be able to toggle between activating and deactivating the links. Clicking on “Deactivate Link” will shut down the Form and clicking on the link (from the user's view, whether shared or embedded) will produce an error page. You’ll be able to activate the links by returning to the same share window and clicking the “Activate Link” button.

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If you have any questions or feedback about this or anything else in this feature or article, feel free to reach out to us at support@monday.com