My organization has a handful of boards that are used by the entire company (>50 people) to submit transportation or supplies requests. We are struggling to make these effective as the majority of our team does not have desktop access and is using Monday solely via mobile (they are active shop workers so desktop access is not possible).
I would love to implement Forms for these boards as a way to ensure that everyone on the shop floor fills out all the necessary information when submitting a request, so that our logistics department does not have to track them down in person to learn the details. Forms are also far more user-friendly on mobile than any board view I could set up.
The issue that is keeping us from implementing these forms company-wide is that the forms to not support any ‘People’ columns. One of the most vital pieces of information in this workflow is who is submitting each request. It is also important that they are tagged to a ‘people’ column so that they are a subscriber on the item, so that they get notified when our Logistics department tries to communicate with them about their request via the updates section.
Manual entry for this column is possible, but adds time and tedium to our Logistics manager workflow. I’ve also seen the suggestion of setting up automations to assign folks to the ‘people’ column when an item is created based on selecting their name from a dropdown. This is not feasible as I would need to set up over 50 automations, one for each individual in our company.
If the ‘people’ column were supported in Forms, I would be implementing their use company-wide tomorrow.
Adeline, actually the Forms should recognize the creator as the person who submits the form in the “Log” column. For that to happen, the person using the form should be a member of the board (and of course a member of your monday account).
Otherwise, the person who appears in the Log column as the item creator is the person who created the form.
Since the people submitting the form are on their mobile devices, the form does not recognize the creator as the person who submits it. So, the “Creation Log” column listed myself, the form creator, as the creator for every single item.
I implemented the WorkForms solution presented above on 8/15 which solved this problem by requiring individuals to log in to Monday in their browser before submitting.