I want to collate existing data from my board; send it to a client to validate/edit; and populate the responses back into my board. I’ve tried a few forms but none of them seem to allow for the existing information to pre-populate the form before it’s sent out - a blank form appears.
Background info: I use my Monday.com board to manage quote requests. I receive the date, location, number of attendees information from the client at the request stage. If they proceed to booking, then I need them to review the date, location and attendees information, in addition to adding other information (start time / billing information etc). I don’t want to send them a blank form because that creates additional work for the client - I want to send them the information they have already provided, plus any blank fields that I need the responses to. It is always the same fields that I require from the client, so a form type solution should work for me.
I can see the value in this feature however I am afraid at this time it isn’t possible for a form to display pre-populated information - I apologise for the setback here That said, there is an app available in the apps marketplace called Superform, that allows submitters to update their existing form submissions if this is of interest?
As for your post, I’d be happy to convert this into a feature request so our community members can add their vote and get this on our developers radar? Let me know
It is possible with Superforms to prefill the content - on each field there is a setting to fetch data from a column/board. I have it working for a similar use case on one of my boards.
hope that helps
Elaine
Thanks for that, I didn’t realise it was possible. I’ve been playing around with it for over an hour but feeling I’m goi g around in circles! Do you know is there a library of tutorials or something? I can’t find anything explaining how to do what I’m trying to do. Specifically, I’ve managed to create the form and create the automation to create a link to the form, but that link is just bringing up the generic form and not a specific one pre populated with the information on that item.
sorry if i am being redundant i have not read the entire thread. but have you tried Docugen?
i create service calls and need to provide a paper for a technician to take with them.
i enter the same columns on monday every time. you can make your own form template from word. and then you can assign where each column’s information gets entered.
you can then make an integration with it - when i change the status of my service to “create Doc” the information from the monday columns generates into the template i have provided for me to email and print. it is AMAZING.
unsure if this will help you with automatically entering information back. perhaps use a form link for these columns through monday?
Thank you Franck, I just figured that out today It does what I want but comes at a hefty pricetag so i’m still looking to see if I can find any other solution… but it’s looking like the front runner so far…
Well, there is actually a workaround to prefill monday forms. It is a little bit cumbersome but possible. Every column in monday board has a unique id such as email, email__1 or text. The following SS shows how to know the the id of each column.
In this SS, Your Feedback’s column id is long_text__1. In this manner, let’s say your form link is https://forms.monday.com/forms/1234567890?r=euc1.
You should append &name=Jhon&email__1=email@email.com&long_text__1=longtext to the preceding url programmatically if you know the user details. The main drawback is if you happen to change your form’s columns the ids would be changed so your prefill won’t work. You should do you change accordingly.
@apsimos thanks for this - unfortunately doesn’t work for me. I have the column ID after enabling developer mode in monday.labs and added it to the URL as a key/value parameter. Were there any other steps you needed to take? Is this documented anywhere? Thanks.
Update: Actually, it appears to work for other text fields, but not email fields.
Yep, I have checked it and validated that e-mail is not working. But there is another workaround. You can change the type of e-mail to text to make it work.
That said, there is an app available in the apps marketplace called Superform, that allows submitters to update their existing form submissions if this is of interest?
