Ability to edit form field options that already have been selected by users

Apologies if this is covered elsewhere (tried searching) or I’m misunderstanding, which is extremely likely – we are still in a trial period so very new to Monday.

OK, the ability to edit a form seems like such a basic requirement! Of all the systems we’ve evaluated, Monday is the only one that doesn’t allow you to edit form fields.

For example, say we have a field in a travel request form with a dropdown asking users to select what they want reimbursed (air travel, hotel, rental car, etc.). Over time, all of these choices, of course, are selected. Now we have a new policy: No more rental car reimbursement. You go to delete that choice and … it’s grayed out! Too bad; you’re stuck reimbursing rental cars!

Or say people select from a list of admin team contacts and one of those admins leaves the company. You get the idea.

I’ve been discussing this with your tech support. The first response: Any time you need to edit a form, just create an entirely new form! Ha! Terrible.

The only thing I can think of is pretty messy. Hide the existing field from both the form and board and create a brand new field. Is this really the only way? We constantly need to edit forms, so our forms will end up having dozens of hidden fields that we’ll need to scroll past, and our boards will have dozens of hidden columns. Are there other problems with this method I’m not thinking of? Not to mention that reading this forum, it appears that form fields can’t be duplicated and have to be rebuilt each time.

If I’m totally spacing on this, or there’s an add-on app or way to tweak this through the Developer Center, please let me know! I think this will be a deal-breaker and cause us not to purchase Monday.

Thanks!

Hey @slatapolsky. The best solution I can think of is using a separate board for these lists, then using a connect board column on the board hosting the form. Now, connect board columns are not supported in monday Forms, however you could use the SuperForm app as it will allow you to utilize connect board columns and will allow you to dynamically choose which options to show in the list.

So in your example, you would have a separate board “Reimbursable Items” with all the items listed. In that board, have a separate status column “Active”, “Inactive”, etc. When an item should no longer be used, set the status to Inactive. This will hide the option from view but will still retain history of when it was chosen.

Not the most elegant solution, but it works.

Thanks!
Mark

Very interesting. Thank you! We’ll look into that app.

And I’m now wondering whether this app could solve another problem. On all of our forms, we will have some identical fields, some of which have a lot of options and General Caster code attached. I’m wondering if using this app, that field could live in one board and then shared across all of our forms. So we’d only need to build the field once, and we’d make edits and updates in one place instead of separately on every form.

What I still don’t get is this.

This should be such a simple thing.

If I have an item (person) that is in a table and the fields are:

Item Name (person name)
Email
Phone
Address
City
State
Zip
XXX

And initially from Facebook ads, I only take in their full name and email and phone number.

How do I send that person a form that shows what they already filled in and let’s them fill in the rest? It’s not rocket science, this should be the most basic thing ever. Like I’m not paying extra to a third party to make something so easy happen, I’ll just not use Monday if that’s the case. But there is no information about this.

I want to send a form to people that are already in the system no matter which columns I already have information on and I want them to be able to update the rest of the columns. What do I do?

By the way, separately, I think they should do a better job of letting us have item name with first name and last name as separate columns. I know you can use the formula thing, but it’s just weird. If his name is Jon Smith, I might want to send a:

Hi Jon Smith-

And I might want to send:

Hi Jon-

Can’t do the second unless I do formulas to break down the item name. So weird. There is so much good in Monday, and they completely miss the mark on this basic item. I don’t get it.

It’s not really an item name when the person is the item, and we might need first and last name separate. Not rocket science.