I would like to build a client intake/ onboarding form on monday.com where we can send our clients a link and they can fill in the form.
The client must only have access to the form.
The form once populated the data from the form subsequently gets loaded into a board on monday.com or populates data into other boards on monday.com
So its two fold:
what can I use to generate an intake form for new clients being onboarded on monday.com?
How can I link this to a board being generated with the data populated on this form
You should be able to go into the board you would like to populate, click the “add view(+)” button, and select the “form” option. This will create a shareable form that clients can fill out without access to the board.
The form should have sharing options under the “publish” tab.
There are some tutorials for WorkForms on the internet in case you get stuck, or feel free to reply with any questions you can’t seem to figure out.
Hi Kirsten, customers shouldn’t be able to access the board through the form. But if you’re concerned about the customers having access to the board and want to share the form through monday, here’s one way of doing it. You can create a dashboard and add the widget “embed everything” in the dashboard. Then paste the URL of the monday form into the “embed everything” widget. You can give them access to the dashboard with the form embedded and restrict access to the board which receives the forms. Hope this helps!