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Use Forms to edit/update existing items and columns

Forms are good for creating items, and hopefully this year forms will continue to improve to support more (all?) column types.

It would be great to be able to use forms to view, and also edit, existing items.

For example, we currently have a form set up to allow new employees to create their records for HR purposes. This information is added to an HR board, which is then maintained by the HR manager who adds more details to various additional columns in that board.

When it comes time for prompting an employee to update some of their information (eg. provide details of their new driver’s licence), it is managed via email and then manually updated by the manager.

This workflow could be better managed if we could use a form that is sent to the employee, which just shows selected fields (columns) with their existing information, that could then be updated and submitted.

As an extension of this concept, being able to use a form to view, and step through, all items in a board, and update any records, could potentially improve the UX for users on mobile devices. (This may be implemented in a similar manner to the way that forms work within MSExcel - yes, they are there, but hidden within the menu.)

If this also incorporated filters and customised named forms, then it could be a very powerful feature.

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Best reply by Mickayla Murray

Hi Everyone, I’m happy to share that Edit Form Responses is officially live for Enterprise users! This allows you to send forms that let people update existing items directly. It’s perfect for things like HR document refreshes or updating specific project fields.

As an update for our Pro accounts, this feature will not be available at this time. However, please know we are always open to hearing your feedback; we constantly review our Pro plan offerings with our senior product teams to ensure we’re delivering the right value.

Your input really does shape these decisions, so please keep the feedback coming. It’s ideas like yours that help us keep the platform evolving. Thanks for helping us make things smoother and simpler!

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