Do you know if there is some automation tool, API functionality or similar to do this:
• From a form with different questions and choices, create a task but more importantly, put all the info contributed within the Updates for that task.
The intention would be to make like a questionnaire of previous requisites and specifications, making all that info available not in the item itself, but in the details: UPDATES or INFO BOXES
• Or there would be a better way to address this problem?
I have also recently ran into this issue. The reason this doesn’t work is tied to the fact that Forms are designed to capture new items/information for Monday boards. Even if you trigger an automation to send a link to someone to fill out from a current item, there currently isn’t a way to link the two back together.
I’m not familiar with how the API reads or records data for forms, so maybe there is something there?
Other than forcing you form responder(and assuming they input it correctly) to write in a specific number or text that matches your unique item, there is not native way to link form responses back to items. Plus that’s a big ask for your form responders that wouldn’t work in most use cases.
Unfortunately this topic has come up before and I think the Monday team responded with no ETA on a solution. Probably because it would require a restructure of how the Forms work, or adding a different type of form. I think a simple solution that the Monday team could implement would be to allow you to pre-populate some form fields. With that, I know you could add in a current pulse ID which would then allow you to transform the data from a response onto a specific item.
The only other way to achieve this currently would be to have the information you need sent to the pulse email for the items. Each item has specific email associated with it. You can manually retrieve said email by opening the Updates for the item and clicking the “Write Updates via email”.
If I can figure out another way to set this up I’ll let you know.
I am not sure if I understood your question the same as the others who responded did.
My understanding of your question was that instead of having the columns of your board turn into form questions so that each question would populate the columns of your board, you just want to send a form where the person filling it out will write their requirements and it will go straight to the updates section?
Technically this is possible as every form will automatically add a question at the bottom called “Update” which is a free text answer which populates the updates section.
Technically, you could hide every other question on the form so that only this question appears to the user. To hide questions, just click on the eye next to the question:
I won’t mark this as solved but if this answer does indeed answer your original question, please do mark it as the solution.
If this doesn’t help and you need more guidance, feel free to respond.
Hi, @jlobejon
to my understanding and what I have ben trying in the same direction there is no way at the moment to update a puls/item from a form.
There is only the posibility to do it via the import function using the “Manage Duplicate Items” function: Excel Import
Blockquote
The only other way to achieve this currently would be to have the information you need sent to the pulse email for the items. Each item has specific email associated with it. You can manually retrieve said email by opening the Updates for the item and clicking the “Write Updates via email”.
So in theory you could have a form outside Monday, that sent an email to the pulse address, and if someone from your team filled the fields in it, the content would populate the Info boxes, right?
Maybe is there info in the API documentation to help to know what kind of fields does it admit and how would that work?
the system seems so robust and to realise that with FORMS, I can only create new entry and cannot update a existing entry, im literally stalled in my plans… hence I can only wait… wait,… wait… wait … wait… wait,… wait… wait … wait… wait,… wait… wait … wait… wait,… wait… wait … wait… wait,… wait… wait … wait… wait,… wait… wait … wait… wait,… wait… wait …
till the FORMS can update the existing fields of any task entry.
With a few tweaks you can achieve the desired results using the Duplicates and Uniques app. In the attached video link, I show a demo of how to do that. Demo link
This community post further describes the app. Hope you find the app useful. If you have any question, you can reach us at support@kolaai.com
Hello @designjd
Unfortunately, for now, files (images/attachments) columns are not supported in the app, mainly because of how files are implemented in monday.com. We have made this concern known here which you can upvote to help change the current implementation of files so that they can be moved without having to download them first.
A quick fix to get any submitted file is to restore the deleted item from the recycle bin and then download the attached file, after which you can delete the restored item again.
The downloaded file can be added to any column or an update as desired.
Hope this was helpful. If you need any help, you can always reach out at support@kolaai.com
We want this, too. We have an existing item on a list and we would like to implement a second step in our workflow via the form. Right now, this does not appear to be possible.
I just started building a workflow and had the same issue. I think what I am going to do to cover most of the issue is the following:
Create a new “Update Item” Form view and make an automation for that to go to a group called “Updates” That will at least allow for a place for the otherwise cultivated repeat into a list where you can easily locate where the update needs to go.
then just inform the right people and set a timeline to complete and archive…
I would love to have this feature integrated as well. We use monday board as inventory it will help us remove a lot of manual work if someone outside of monday can pull up an existing item to update some of the labels.
