Internal usage of a form (not available for guests)

Platform discussions
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1

Hi all,

I have a main board with 2 differents forms :

  • One that has an internal use (should be available by team members only)
  • The other one has an external use (should be available for Guests and Team members).

At the moment, If I’ve a look at the form restriction, I could only choose between :

  • Account members only (but this include guest)
  • Everyone with the form link

Is there a solution that could allow me to make the internal form unavailable for the guests ? :thinking:

Thank you,
Jérémie

2

Hey Jérémie! :wave:

At this time, those are really the only two options. :slightly_frowning_face: I would suggest doing the “everyone with the form link” method and then only share the link to the team members.

Alternatively, would you consider making a Private Board for just the team members and adding a form to that board for the team members instead of two forms on the other board? Guests can’t access Private Boards so that could solve the form access issue.

3

Hi CharlotteK,

Thanks for your feeback but I don’t want to create an other board as everything needs to be in the same board.

FYI, I created some specifics columns, with a specific view and a click button that are not visible for our guests.
It’s not perfect but it gets the job done for my need.

Have a nice day,
Jérémie

4

Hey @jtho-seif

Nachliel from Easyapps here.

Our form builder Easyform can do this. It’s a monday app that allows you to build customizable forms, alongside other advanced features.

One of Easyform’s features is Fill mode, allowing you to use the form editor as an internal form. A monday restriction is that guests (users defined as Viewers) can’t access third party apps. That means the Easyform app isn’t accessible to non-board members.

Here is an example of our form in action:
Fill mode


And here is an example of what non board members will see:

chrome-capture-2023-7-29
chrome-capture-2023-7-292277×1713 160 KB


For more info feel free to check out our doc site, schedule a free demo, or contact us at support@easyappshq.com - happy to walk you through how it works.