Greetings - I am looking for an app which will let me create an item and in doing so use the web form to do all of these:
(1) Select which Group the item should be in (not just which Board)
(2) Select an answer in the Status Column
(3) Upload a rich text response as an Update
Is there any 3rd party app which does all of these?
make.com and also Zapier will give you those options. You’d of course need an interface, though. It would be possible to use monday.com forms or another app such as Typeform to achieve this.
However it’s something you’d need to develop.
I get the feeling that you’ve formed a solution in your head, however you haven’t detailed the problem you’re trying to solve. I wonder if there is a more elegant solution. Perhaps you could share what your problem is and what you hope to achieve?
I am using this particular Board as essentially a personal project tracking database. The board has a couple dozen or so categories of projects, ranging from “Urgent client needs” to “Long-term reading list” and lots in between.
I am hoping to set up a form which will allow me to very quickly add items to this list on the fly from my browser without the extra step of opening Monday.com, going to the specific board, and scrolling to find the Group where I want to add the item. If there are hundreds of items on the Board among 20 Groups, it can take a while to scroll through and add to a particular group.
I suppose an alternate solution is to create a status column to serve the purpose now served by multiple groups and then set various Views which filter by the Status column. That might work but I think having 20 different views would be a bit unmanageable in the UI.
Well there are a couple of options here:
- You could always set automations based on a status column, so that when an item gets a status (or is created with a certain status) it automatically moves to a specified group.
- Rather than using views, another option is filtered dashboards with docked table widgets. These function much like a board views (with some limitations), however you can keep them in the left hand navigation panel. People often forget that dashboards can be used in this way, but I find it really useful!
This still won’t tackle your requirement to include a rich text update though. You’d probably need an external tool or perhaps a marketplace app to do that.
Interesting ideas - thank you. I will look into those. Dashboards is indeed something I have not explored much as I usually think of a dashboard as showing quantitative stats (which do not really apply to most of my work) but that may well be an option.
Nachliel from Easyapps here
Our monday app form builder Easyform enables you to set Item Default Values for Groups, Status, Dropdown and Connected Boards questions.
All you need to do is hide the question from the form and select the value you want to set:
Regardless, if you are interested in creating styled forms that better match your brand and embed perfectly in you web page you can check out our monday app Easyform and our extensive documentation site.
You can set up a free demo here or contact us at firstname.lastname@example.org.
Here is an example of our form in action:
I hope this helps
Thank you Nachliel
Your app is great except I am very disappointed that it does not support Updates. That seems to be a critical oversight. Am I mistaken that other users would also appreciate that feature?