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The Forms

 

 

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 response will create a new item with all the answers you need!

 

Note: The form is a by-product of the board and not the other way around. If you change anything on the form view (i.e edit a column header), it won't be reflected on the board level.

 

Who can fill the Forms out?

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

 

What columns are supported?

The following are the supported column types: Text, Long Text, Numbers, Status, Date, Rating, File, Phone, Email, Dropdown, Checkbox, Location, Country and Timeline. With dropdown multi-select, you can search and choose multiple options you want from the form!

 

Note: When uploading files through Forms the maximum allowable size is 50MB. 

 

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 form submissions will create new items. Your business needs the information-- consider the forms feature your courier! 📩

 

Step 2 - Add the Forms View onto Your Board

To add a form view, click on the "Add View" button located on the top left of your board. From the resulting menu, click on "Forms" as seen below: 

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Customize your form's design

Your 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 your findings within the platform. That's why we've included options to input your logo and customize the background.

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If you have a Pro account, you can even hide the monday.com logo at the bottom of the form! Just click the cogwheel at the top right corner to launch the form's settings, and then under "Form branding" click "Hide monday.com logos" like this:

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Now you can see that the monday.com logo has disappeared from the bottom of your form!

 

Customize your form's content

You control what columns (question fields) appear on the form and which will remain hidden. To begin customizing, browse through the Form. When hovering over each of the respective response blocks an eye will appear on the top right corner allowing you to hide that field. Here's the eye and what the field will appear like when hidden (clicking the eye again will make the field re-appear)

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Note: Each column on the form has an icon next to it (on the left) letting you know the type of column it represents on the board. Even if you change the question field the icon will remain the same.

 

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You also have the option of presenting your form as a survey. Just select "Present as survey" from the Setting options and your form will show a survey bar at the bottom of the page. As the form is filled out, the survey bar will fill:

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The questions

At first, the Form will be generated with the board's name as its header and the column names as 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 options:

Edit the description

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Edit the question

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Note: Leaving the "Add form description" field unedited will mean it won't appear in your published version. Feel free to click "Preview" to see it first hand.

 

 

Another cool option is the required questions! Get all the information you need by making certain questions a must! Here's how you can make every one of your questions count:

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You're probably wondering what will happen if a responder decides to not respond to a required question and clicks "Submit". Here's what they'll see:

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If you want to try this yourself click "Preview" and then "Submit"! 

 

Tip: If you want to avoid asking your responders what today's date is, simply add a creation log column to indicate the exact time of the item's creation. 

 

 

Do the forms display who is submitting the form?

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:

  1. 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)
  2. The user needs to be actively logged onto the monday.com account at the time that they submitted the form
  3. 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.

 

Tip: If the people filling out the form are external to your account and you would like to see who created the item through the form, we suggest adding a Text column onto your board and making "Enter your name here" a required field on the form!

 

 

  • How do I create anonymous forms?

You can make anonymous forms through the settings of the forms view, by checking "Anonymous Submissions" as so:

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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.


Finalizing

Once you have an amazing layout with superb questions and descriptions (if you so chose) we can move on to the finalizing stage! Here's where we recommend you take a look:

  • Your Form's "Preview"

Clicking on the button will open up another tab, allowing you to view and enter submissions to the Form, just like your responders will after you click "Share Form".  

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  • Post-submission options

You can now manage your form's post-submission options! Nested in the form's Settings menu (top left corner of the Form view), we've added the option to redirect, choose the group where your answers land and a submit another option!

We know you have a complex workflow that doesn't begin and end with the form so now you'll be able to choose where you want form submissions to end up on the board under Group for Answers! An important note here is that the default group is still the first one so if the chosen group was archived / deleted or moved, submissions will revert to landing there.

The Redirect Link option allows you to send responders to a URL of your choice after a few seconds-- your website for example. :)

The Submit Another option is meant to help you make it easier for responders to send over more answers! We have three options here, let's go through them. "Click" will open up a button for your responders to click on after successfully submitting a form, it will appropriately read "Submit again" :) The "Auto" option will re-direct a form submitter from the successful submission page back to the form for another go after 4 seconds. "None" will keep things as they were so far :) 

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Share your form! 

The magic moment, we've arrived! Click "Share Form" in order to view the links to share and embed. :)

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Note: Once you click on the "share form" button, the form will be live. But no one will see it until you actively share it with them.

 

The Results

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

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You can now personalize the way you relate to your responders with a customized success page! By clicking on the form's Settings menu (top left corner) you'll be able to edit both the title (replacing "Thank you") and the message (replacing "Your answers were submitted successfully").

 Here's an example:

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Edit your form

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 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.
  • Activate/deactivate your form - On the “Share form” window you’ll be able to toggle between activating and deactivating the links. Clicking on “Deactivate form” 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 form” button:

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Can I have multiple forms on one board?

You can! You can set up multiple forms 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 as below: 

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Once you've customized your new form, you can easily go back and forth between the two form views on your board from the tabs above your board!

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If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!