How can I have the 'Item Name' auto populate as the 'Form Name'?

[JaredJLY (Jared Young)]

I am having issues with getting my ‘Item Name’ to auto populate as the ‘Form Name’. For example: If I make a form and I label it ‘Form X’ I want all submissions of ‘Form X’ to upload with the item name as ‘Form X’ without the need of user input. How can I do this?

[FrancisElliott]

@JaredJLY This isn’t possible natively in monday.com as far as I’m aware.

Here’s something you could do without any extra apps or integrations:

1. Add a checkbox to your form. Call it “confirm submission” or something similar and make it a required field (you can even make it checked by default).

Now you have an identifier for that form. Every item submitted via that form will have that checkbox column checked.

You can add different checkbox columns for each form that you create for the board and you can identify which form was submitted by the checkbox that is checked. You could combine this data into a formula column using something like:

SWITCH(
    TRUE,
    {Form 1 Checkbox},
    "Form 1",
    {Form 2 Checkbox},
    "Form 2",
    {Form 3 Checkbox},
    "Form 3",
    "Not Created by Form"
)

Then you can use this for sorting and filtering, rather than the item name.

Here’s the result:

[einavpeleg]

There is a small workaround that can solve your need, for that you will need to create another board identical to current one.

1. Assign each form to a different group in the form’s board
2. create an automation that creates or moves an item (when form submitted + if in group then create/move item)
3. put in the item name the name of the group/form

hope that helps

[jack456jokky (Jack Jokky)]

Hello,

Some form builders allow you to set default values for fields. Look for an option to set the ‘Item Name’ field to the value of the ‘Form Name’ field. This might be under form settings or field properties.

[JaredJLY (Jared Young)]

This will work, thank you very much!