We use monday.com to keep track of transfers of equipment between our customers and our sales representatives out in the field. We’ve been running into an issue where we have to have a large number of columns on our boards to show each piece of equipment by customer. Some of our customers have up to 10 pieces of equipment. We would like to keep most tasks automated so that we’re only updating status columns and not manually importing data for each form submission.
What it currently looks like:
We would love to be able to “create an item when a form is submitted” using our JotForm integration and have each piece of equipment be entered within a item (featuring the customer information) as multiple subitems. This would open up new opportunities for using monday.com to track tasks that are needed with equipment inventory and servicing once it’s out in the field.
What we would like it to create with the integration:
If that’s not possible then it would be great to have a long text type column that allows a list of fields from an integration (like JotForm) to be entered in a line by line vertical format.