Hello all, I am looking for a solution to move off of a sharepoint form and into monday.com
Right now we have a sharepoint form to be filled out by employees before they take a trip to get reimbursement for this trip. When they come back they can go into a “post trip” form that automatically pulls information they had submitted originally and they can add to or edit their information to recieve proper reimbursement.
We currently have the pre-trip form in monday.com and we tried instead of doing a post trip form just to have monday.com create an email that is sent out to the traveler.
The email isn’t working as people are still wanting a post trip form. Is there a way to create a dynamic form that the requestor can edit their information after a trip- I am looking for any and all creative solutions. The biggest hurdle I am running into right now with the solutions I am trying is I am also trying to capture uploaded receipts all in one swoop. I would love to hear what you all think!
Hey @aza.rose
Monday does not support this feature.
Our monday app EasyForm allows you to build forms in monday and dynamically pre-populate the form with URL parameters. So, for your use case, you can have two boards, one for collecting the initial pre-trip data and a second form for any updates or changes.
Then, when they submit the pre-trip form, you generate a post-trip form with the relevant data and send them this link so they can submit it when the trip is over.
You can see an example of this here. I pre-populated the name and email in this demo, but this can be done with all fields - including the people column and connected boards; check out our documentation here.
If you want help setting this up, or have any questions, you can reach us at easyformsupport@easyapphq.com or book a call with us here.
My suggestion would be to create a choice column for employees to select either “Pre” or “Post” trip for example and use the conditions in the form editor to dynamically populate fields based on your pre and post trip data requirements (including attachments and a field that collects the item id of the related post trip item if its it a post trip entry). you can use an automation with a trigger on new post trip items to match them up with their post trip counterpart and maybe auto create/convert the new post trip item as a sub item on the pre trip item with info filled in from it. I don’t think you need to use the third party app for this.
Hey @aza.rose,
We developed an app called Google Forms Integration Plus that allows getting responses from Google Forms directly monday.com.
Google Forms is free to use and has advanced capabilities that are missing in monday’s forms, and our app offers more flexible and robust logic. It basically solves all the gaps in monday’s forms.
You can easily create items based on form response, here’s how →
You can also update an existing item (by matching the response to the item) →
You can find it in the monday.com marketplace in the platform or here - Google Forms Integration Plus - monday.com Marketplace
Hope that helps!