I have a client who has Enterprise CRM. I set up label change conditions for them per request. There are about 11 or 12 required fields, including two phone columns and 2 email columns. If any of those are entered incorrectly when filling out the form, the status does not change and none of the information is saved.
Our current workaround is to have those columns as text columns instead, so if there is an error with entry, none of the other data gets lost and the status still changes.
I guess my issue has two parts:
Is it in the works for the person filling out to get an error message if something is not filled out correctly?
Does anyone have any other suggestions for this? It would be tedious for the person to have to re-enter the information in a phone and email column, respectively.
A workaround I’ve done is to set up workflow to say when item is created, delay 5 minutes. if X column is empty, change status to ‘Failed’ and notify user. This way you keep the data, but they still get notified.
Hi Katy!
That’s a really good point - losing all the data just because one field is entered incorrectly can be very frustrating.
One option you might want to try is our Capture for monday.com. It’s designed for collecting information through forms and can help ensure that data is saved reliably, even if there are issues with certain fields. This way, your users won’t need to re-enter everything if only one phone or email column is wrong.
