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monday WorkForms

 

You may have heard the news that we've released a brand new product called WorkForms for making insights actionable. We're just as excited about it as you are! With monday 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 and customize a WorkForm, as well as how the results can be connected to your very own monday.com account. Let's dive in! 🙌

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Get started with monday WorkForms

Getting started with monday WorkForms is as simple as can be! Simply access workforms.com and click on the "Sign up" button on the top right corner of the screen. 

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From there, if you have an existing monday.com account, you can select it to log in. If you do not have a monday.com account, or would like to create a new account altogether, click on "Use another account" and follow the steps on the screen to create a brand new account for monday WorkForms!

 

Build out your WorkForm

To begin building out a new WorkForm, you can choose to either start a new one from scratch, or get started quickly using a pre-prepared template. 

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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! Let's check out all the ways you can build out your WorkForm, below.

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Note: If you don’t see the option to add questions directly from the form, it’s because you are not yet on our newest version of forms, WorkForms. To get this feature, go to workforms.com and follow the steps outlined in the first section of this article.

 

  • Add your logo

Align the look of your form with that of your organization by adding your company logo! Simply click on the "Upload logo" button at the top of your WorkForm, select a file from your computer, and you're good to go.

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  • Provide a name or title

To add or edit the name or title of your form, simply click on it and type out your title as you wish! 

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  • Include a description

Add a description to your WorkForm to better explain what the form is used for, or to include any additional details that you may need the responder to know! Simply click on the description box to add a new description or to edit an existing one.

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  • Add question and answer choices

Now that you've added a title and description (if you so choose), it's time to add and customize your WorkForm's questions! To begin, select "Add new question" and choose the type of question that you want it to be.

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Note: The question type that you choose here will dictate the type of column that will be added onto your board if you choose to connect your WorkForm to a monday.com account. You can learn more about what this means in this section of the article.

 

Hovering over each of the blocks within the question box will allow you to edit the question title and the question's optional description.

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If you've chosen a question type that requires pre-set response options (such as a single-select, multi-select, or True/False question) you can click into the options to edit them as you wish!

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Create conditional questions 

Conditional questions allow you to display certain follow-up questions in response to a specific answer that the WorkForm submitter provided. This is a must for creating more in-depth and robust surveys, questionnaires, or any other kind of form! 🙌

To create conditional questions on your WorkForm, begin by clicking on a single or multi-select question that you'd like to create a condition for and select "Include condition" as so:

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From there, choose one or more responses and then select "Add new question" to add the follow-up question.

As an example, we wanted to add a question in response to the selection of the answer choice "Vegan". Therefore we selected "Vegan" as the response, and then added a single select question that states "What main dish would you like?". This allows us to create a specific follow-up question with choices that fit the vegan dietary requirement!

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After your question has been added, it's time to customize the conditional question answer choices! Click on an existing response option to edit it and choose "Add an option" if you'd like to add additional responses.

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Tip: You can continue adding multiple conditions for the same question to really build out your form in the way that you wish!

 

Additionally, you can add multiple different conditions under each separate question by clicking "Add another condition" so that every separate response will lead to its own follow-up question!

In our case, we've added a different "What main dish would you like?" question and answer choice according to each food preference that is selected. Just watch how the question and response choices change accordingly thanks to the multiple conditional questions that we set up.💥

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Modify the content

You control which questions appear on the WorkForm and which will remain hidden, as well as whether they will be required or not.

To customize the display of a question, click on a question block and you'll see an eye icon appear on the bottom right corner allowing you to hide or display that question. You can also tick the "Required" button to make a certain question field mandatory.

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Customize the look and feel of your WorkForm

Using WorkForms, customizing and designing the form of your dreams is as easy as can be! Check out the options below to give your form the look and feel that you need.

 

  • Add a background color or image

To modify the background color or image of your WorkForm, click on the image icon on the right of your screen. In the "color" tab, you can choose one a background color of choice and in the "Image" tab, you'll find some of our favorite background images to choose from, or you can upload your own!

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  • Adjust the alignment of your WorkForm

Clicking on the four-square icon on the right of your screen will allow you to adjust the placement of your WorkForm amongst its background. You can choose to align the form to the left, right, or center, and whether you'd like to have a frame surrounding it or not!

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  • Edit the text color and font

Finally, you can change up the text color and font that is displayed on your WorkForm by clicking on the "T" icon on the far right of your screen.

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Tip: Any change that 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 next time you access your WorkForm.

 

Adjust your WorkForm settings

Once you have your ideal form layout with superb questions and descriptions (if you so chose), it is time to move on to the finalizing stage! From the "Customize" tab, you can make the following setting adjustments:

  • View customization

In the "View customization" section, you'll be able to choose if you want to set anonymous submissions, if you'd like to present the form questions as a survey, and if you want to hide WorkForm branding from your finalized form.

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  • After submission

In the "After submission" section, you can decide if submitting additional responses will be possible. Here, you can also add a redirect link to send responders to a URL of your choice post-submission, and customize the message that will appear to the submitter as soon as your WorkForm has been filled out.

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Customize security settings

To ensure that your form is up to your team's security standards, you can set up form restrictions! We offer the option to add reCAPTCHA onto your form (to prevent fraudulent form responses), to restrict the form answer to team members only, and to redirect account members if they are not currently signed into your account.

To customize your form security settings, click on the "Publish" tab at the top of the screen and scroll down until you see the "Form restrictions" section, as shown below.

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Preview your finalized WorkForm

Clicking on the "Preview" button on the top right of your screen will open up another tab, allowing you to preview your finalized WorkForm. Here, you'll be able to view and enter submissions to the form, just like your responders will after you send out your form.

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Share your WorkForm

The magic moment has arrived, it's now time to share your completed WorkForm!  To do so, click on the "Publish" tab or button. From this page, you can share your WorkForm with others via a shareable link, or by embedding your form in a webpage!

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Collect results

Now that your completed WorkForm has been shared, you'll be able to track all responses in the "Results" tab as shown below. Additionally, by clicking on "Connect to monday.com", you'll be able to connect your WorkForm to a monday.com board to further manage your WorkForm submissions!

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Tip: Connecting your WorkForm to monday.com will provide you endless possibilities to visualize the data you collect using board views, Dashboards, and much more. 🙌

 

Automate it

And finally, to help further streamline the process of collecting your WorkForm responses, we recommend checking out the "Automate" tab of your WorkForm editor! Here, you'll be able to create custom automations to help reduce the manual work that you need to do and make your workflow evermore efficient!

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Available question types

When creating your WorkForm questions, you'll be able to choose the type of question each one is. The question choice will also dictate the type of column that is created on your board in turn, if you choose to connect your WorkForm to a monday.com account.

Below, we've listed each question type and the column type that it will correspond to on your board!

 

 

That's all for now! We hope you enjoy using our WorkForms product. 💥

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!

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