We are attempting to use forms to allow our users to enter support tickets. All of our users are in-house, and would be logged-in to monday. It would be fantastic if forms could (a) require a user to be logged-in, and (b) automatically record their user record in one of the columns of the board.
At the moment, this is a major limitation to the form functionality, and is frustrating our ability to migrate from our previous support-ticket system.
Hey Clay. As the Monday forms are geared to internal and external entries I’m not sure if there’s a way to connect a Monday User. My thought for a workaround would be if you have a status column with people’s names you could then create automations to assign users based on values of the status column that’s filled in on the form.
Hi @Julia-monday.com
This Is not working completely good on android app. Common Sense indicates that user info has to be retrieved from the app, but that doesnt happen, the user needs to be logged at the same Time in any web browser app, if not the form Will not retrieve user info
I hope this to be solved AND monday forms take the info from the app only.
@ Julia-monday.com
Please give me more information on “how” this would work on android platform.
Today, for all the forms we whare with our users (field technicians), when they complete it from android, the pulses are created with my user icon (as the creator of the board) in the creation log, and not from they users.
I have already contacted support and they tell me that monday.com retrieve the user / guest information from the web browser app, and not from the installed monday.com app.
To keep our technicians with a opened session for monday.com on a web browser app is difficult, thats why i was saying that common sense would be that the form retrieve the user info from the specific installed app.
But please if im wrong, tell me what i can be doing wrong …
You can confirm if the above is true?, or clarify how monday takes the user’s name from a fulfilled form from an android smartphone?= . from support @ monday the answer was not clear …
Well, yes and no. The creation log is helpful, but the creation log entry is not reference-able for notifications or automations. So at the moment, one of my staff has to populate an actual “people” column by hand, based on the person in the creation log.