Offline Mode Forms and Monday.com - Possible Solution

Platform discussions Special workflows & use cases
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Our company recently implemented Monday.com. Our users have really taken to it, which is great, we normally struggle with the adoption of new systems. I wanted to leverage WorkForms more but struggled because a lot of our use cases require offline capable forms. I think I FINALLY “cracked the code” after seeing a reply on this forum recommending Zapier and Zoho forms. The reply didn’t detail how to configure the Zap or form so I wanted to provide some tips in case anyone else is in the same boat as me.

I’ve attached a screenshot showing my Zap (screenshot1). I think it’s pretty simple compared to some other Zaps I’ve seen but I struggled with a few things.

Issues I encountered and how I fixed them:

  1. Bringing in the signature from Zoho to Monday. It could be how I configured it, but I struggled with getting the signature to push from Zoho to Monday using the “Create Item in Monday.com” action. I added an additional step using the “Upload File to Specific Column in monday.com” action (screenshot2).

  2. Duplicate and triplicate entries being generated when the Zoho form is used in Offline Mode. It seemed as though Zoho sent multiple pushes when the device came back online. What I did to circumvent this is:
    a. Add a Time Delay Queue right after the Zoho Form is submitted. This puts each form entry in a queue and it will not push the next form entry until a specified amount of time passes. I chose 1.5 minutes. The reason I added this was because the filter wouldn’t evaluate. There was a race condition due to the fact that the duplicate and triplicate entries were so close in time to the original entry. (1 ms apart). (screenshot 3)
    b. I added a “Get Item by Column Value in monday.com” action. This can be tricky to configure. You need something unique on your form to filter for. If you don’t have anything (I happen to have serials I can evaluate against), you can use the “Unique ID” feature in Zoho Forms and evaluate against that. (screenshot4).
    c. A Zapier Filter action was added next. This is what actually does the evaluation. I have it checking if the Serial entered on my form is in the Monday.com Serial column for my board. Again, you could use the Unique ID feature in Zoho to perform this same action. (screenshot5).

  3. The last issue for me was the “People” column I’m using on my board. A simple dropdown with the user’s names would not work, I’d get a mismatch fieldtype error. I had to find my user’s “IDs” and go into Zoho Forms and add a numeric value to each dropdown option (screenshot6, screenshot7). Once I did this, it worked correctly!

I am not sure if this will help anyone else but I had fun working on this solution and wanted to share what I found.

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Screenshot6
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we are a gold partner with zapier and automation expert , We have rich experience in both zoho to monday.
We can assist you to develop integration between Offline Mode Forms and Monday
However, we would like to take a an exploration call to understand the business case and automation requirements

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@sachinkarma, it’s clear you didn’t read the post (or have a GPT summarize it for you.)

The OP is sharing the solution they have successfully built, in detail, to help others in this forum who may be coming up against some of the same obstacles. (Thanks, @SysAdmin! I have previously encountered some of these puzzles and ultimately used the same methods to solve them, but I didn’t take the time to share the explanation and screenshots for the public good. Well done!)

You just burst in to advertise your paid services where they are clearly not needed, demonstrating your poor attention to detail in the process.

As the owner/sole employee of a fellow automation-building-business, I’m frustrated by this kind of behavior. It gives potential clients the impression that we’re all just out to make a quick buck, slinging spaghetti at the walls to see if anything sticks—rather than actually being devoted to the ‘helping people’ part. Personally, my favorite way to find new clients is by providing guidance to others in forums, for free, in a respectful and empathetic way. People like that, and will often reach out organically if you show that you care about solving the problem more than raking in leads. (And again, in this case, there isn’t even a problem that needs solving!)

Thanks again for this post, Lex! :slight_smile:

[Note to mods: I have flagged the comment I’m responding to and will happily edit this comment to remove all references to it if it is taken down.]

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