Our team would love to embed some of our boards into our website using the forms functionality.
These forms would essentially be “Contact us” and “Register for our service” forms.
Our current forms that we’d like to replace have some conditional logic in them. ie. the user is asked in the first question if they’re interested in Service A or Service B, and the form adjusts accordingly to show the user subsequent questions related to only Service A or Service B, depending on their answer.
Currently, we have to manually copy/paste our form data into Monday boards, which is inefficient.
Conditional logic would free us up to use the forms functionality, which is currently just a little simplistic for our use case.
Thanks for listening, it’s wonderful to have this forum to add suggestions
Unfortunately the following question types that we need are not currently supported in the Typeform/monday.com integration: Multiple Choice, Phone, Dropdown.
My company could use this as well. My usecase is an internal form that salespeople can use to submit new customers. Depending on whether certain tasks have been completed, what the salesperson needs to submit (and how) could change. For example:
If the salesperson has already uploaded a PO to our Drive, then they don’t need to upload it to Monday.com. If they haven’t uploaded a PO to our Drive, then they could upload it to the Monday.com form, or receive instructions for uploading to Drive.
If the salesperson has already scheduled a kickoff call with the customer, then they need to indicate the date and time in the Monday.com form. If they haven’t scheduled the call, then they could get a message saying something like “No worries! Once an Onboarding Specialist is assigned, they can reach out to the customer to schedule the Kickoff.”
This also ties in to my request for Rich Formatting for Form Field Descriptions. Possibly that could help with MarkHHH’s goal, or vice versa - rich formatting along with conditional logic would make for a very robust form functionality indeed!
+1 for this! We’re using to track time and would like to be able to attribute time to a specific project, but without conditional formatting, that is difficult.
(For reasons beyond the scope of this topic, we don’t use the time tracking Column)
In case anyone is following this item: I’ve found that using multiple Forms for a single Board can solve some conditionality use cases. Since you can customize which fields appear on a Form, building an exhaustive Board can let you build some of the conditionality into which Form you expose to a particular user group using a subset of columns and get only the set of information relevant to their case.
All paying users should have access to the conditional logic feature in workforms! You can learn more about the workforms features in the article below
The monday.com basic forms miss three features: Conditional questions, branching, and the option to fill in “Other” in multiple choice questions. Workforms solves only the first. Please continue rolling out features!
