Our team uses our Monday board as a request intake system dealing with 1,000+ stakeholders, some being Monday members. Our request intake form relies on complex conditional logic so it is very important that the form is used and the ‘new item’ button is not pressed. While non-board members can’t press the button, we still have 45+ board members that get confused and press the button instead of going through the form. Can we disable the button completely? I have tried limiting permissions on the creation of new items but this caused other issues with our workflow. The only option currently is to communicate to not press the button, which isn’t effective.
Hi Becca,
As long as they are not Board Owners - you should simply be able to remove the permission to create items.
In Board Permissions de-select “Create Items” - This will have no effect on items created via form submission but will disable the ability for everyone except Board Owners to create an item via the in board Create Item button.
Hope this helps.
Cheers.
Kyle.
Hi Kyle,
Yes, we tried this but realized it interferes with the “email to board” feature we use. We log all item communication by cc’ing the unique monday item email, but since this is tied to user permissions, any board members that were not board owners (majority) ran into issues with the emails not logging properly. We need this email feature to work so we are still stuck with the blue button for now.
Hi Becca,
I’d run that up with monday support if that was the issue.
Permissions shouldn’t have an impact on the “Update via email” feature.
Kyle, Yes I’ve already submitted to support. I didn’t think this would be an issue either, but turns out permissions does affect the update via email feature since the email is tied to the permissions of the individual that copies it. They told me to submit this as a feature request since it isn’t currently possible.
Here’s the exact response from Monday support: You’re spot on! The ‘Email to Board’ feature (including creating Items and Updates through the email address) is linked to the user who sets it up. If, by any chance, that user doesn’t have full permissions on the Board, the process might not go through successfully. As you suggested, the best approach for now is to give members full access to create Items.
Your idea to deactivate the “New Item” button to prevent any confusion with the Form workflows is really clever! I highly encourage you to share this idea as a [Feature Request] in our monday Community.