Hi!
If you didn’t know how to get prefilled-data into a Workform to save time and prevent potential errors, here’s how you can do it.
For regular form links, at the very end, you’ll add “&[column ID]=[text you need]”
For shortened form links, at the very end, you’ll add “?[column ID]=[text you need]”
You can continuously add “&[column ID]=[text you need]” for each prefilled-data you need thereafter on both link types.
Note: I cannot yet figure out how to get this to work for Date, Timeline, Country, Subitem, and Connect Board columns. This will obviously not work for Files.
If you have an Enterprise account, you can even use field-parameters to create the links based on another board’s information.
USE CASE EXAMPLE - It’s a dummy, so feel free to click and see it in action.
We have an Organizations/Schools board that contains our internal ID we provide for each school. We are sending the school a form link they’ll send to parents in order to sign up for a camp we are hosting.
To ensure no mistakes are made when selecting which school the student attends, we’ll send an email to the school with a link that will automatically place the school’s ID in the form, which will then connect the child to the school after item creation (form submission) via automation/workflow.
Long URL: https://forms.monday.com/forms/e22112b03fcd164ec31b8d0ef7f64fcd?r=euc1&text_mkpd2vsf=123456
Workform’s Shortened URL: https://wkf.ms/4kZ5dWF?text_mkpd2vsf=123456
As you see, both URL options work flawlessly. Now, if I wanted to include, let’s say, another parameter to be prefilled:
Long URL: https://forms.monday.com/forms/e22112b03fcd164ec31b8d0ef7f64fcd?r=euc1&text_mkpd2vsf=123456&text_mkpdw1qn=Sam
Workform’s Shortened URL: https://wkf.ms/4kZ5dWF?text_mkpd2vsf=123456&text_mkpdw1qn=Sam
VERY IMPORTANT NOTE: If you want to include prefilled-data that includes spaces, your link will not work unless you substitute “%20” or “+” for each space. For example:
Workform’s Shortened URL: https://wkf.ms/4kZ5dWF?text_mkpd2vsf=123456&text_mkpdw1qn=Sam+Michael
Workform’s Shortened URL: https://wkf.ms/4kZ5dWF?text_mkpd2vsf=123456&text_mkpdw1qn=Sam%20Michael
If you have an Enterprise plan, you can replace these spaces using either option with Workflows and the Workflows:Formula app. Then, create the final link URL and place it in a link column within the Workflow.
I hope you found this helpful. If you have any questions on this or other workflows, feel free to reach out.