Connect Boards Column as a field in Forms

Feature requests
,
1

Our company handles a growing list of clients (and their contact details) on Board A.
However, Board B is where we receive our requests with a request form that can be used by any of the clients.

How can the clients tag themselves on the Form (from Board B) not using Text Column nor updating a Dropdown List manually every time Board A is updated?

I was hoping it was possible through Connect Boards Column as a converted Dropdown Column.

Best template example is the Customer Onboarding Template.

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Board A is the list of Contacts or Clients:

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image660×654 33.3 KB

Board B is the hypothetical request board, with Client as Connected Boards Column:

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image694×586 34.9 KB

Instead of manually connecting the items using the Connect Boards column, can it be a converted Dropdown list on Forms?

Since the boards are already connected, it’s just a matter of making the item connection.

[Hope this can be done - I think this is very useful for organizations that handles SEVERAL Clients]

Thank you for taking the time to read my idea. :grin:

2

I could use this feature also.

3

Hi all - there is an App called Superform which gives some additional functionality around forms and connected boards.

Thanks!
Mark

4

I use Superform, which is good because it handles connected and mirror columns, but we’re paying $80/mo for 500 form submissions for a service that I think should be included with monday’s WorkForms.

6 Likes
5

me too! I’m surprised it’s not already a feature …

1 Like
6

+1
This Feature is a must

1 Like
7

Hey @Prajwal

Nachliel from Easyapps here

Our Monday form builder app, Easyform, supports Connected Boards questions, allowing you to show the items of Board B as options in a dropdown question in a Board A form:
Organization connected board Board

Other features of our connected boards column are

  • Limiting selection to a single item
  • Displaying items from multiple connected boards
  • Limiting select options to items from specific boards where a column is connected to multiple boards
  • Pro plan feature - item default values support - set default values for connected board columns that are hidden in the form.

In addition to that, we offer:

  • Upload files to your board’s file columns, with support for:
    • Allowing only specific file types, such as images or pdf
    • Limiting the number of files that can be uploaded
    • Setting a maximum for file size
    • Manually retrying uploads if some or all of them failed
  • Set default values for the response item’s hidden group, status, connected board, and dropdown columns. To do so, select Item default values from the Settings menu.
  • Add the item’s group as just another field to the form.
  • Control the page’s top margin with the ability to set different values for desktop and mobile. To do so, select Page from the Settings menu.

If you’re interested in creating styled forms that better match your brand and embed perfectly on your web page, you can check out our Monday.com app Easyform and our extensive documentation site.

You can set up a free demo here or contact us at support@easyappshq.com.

Here is an example of our form in action:
main gif easyform

I hope this helps,

Nachliel