PDF Fillable Form

[Ragie (Ragie Trgo)]

Is there any option to integrate or create pdf fillable form / templates in monday.com?

[hlopezvc (Hernan Lopez)]

I support this…
Featuring custom form templates for input data easily into pulses…

[lauralev (Laura Levy)]

HI @Ragie and @hlopezvc! I’d love to learn more what you’re looking to accomplish. We do have a native forms feature where you can easily input information into columns. Would you be able to expand on your use case and what you’re looking for a bit more specifically? Cheers!

[hlopezvc (Hernan Lopez)]

Hello @lauralev, native forms actually are only for first input purposes.

our use case is to fill, edit, erase pulse information in a customizable view with maybe our company logo, free selection on what pulses to be shown, setting the pulse default value, setting rules (ex.not allowing empy fields), i mean free design as an alternative to the standard way to work with boards.

I have seen today´s webinar, and i noticed a short video introducting monday app´s, maybe this app builder can do what im saying?

for more information see:

Create an invoice for the customer

My current “customer information form” on Excel has been set up to automatically duplicate the information onto an estimate, invoice and receipt. Now im trying to move my customer information into monday.com but im still having to fill out the old Excel forms to get the estimate, invoice and receipt. This is obviously counterproductive especially given that the customer information has frequent updates that will need to be implemented on both Monday and excel every time. is there an app i can …

[Ragie (Ragie Trgo)]

Hi lauraglev… I’m using a fillable pdf and I want to integrate it in my monday.com instead of using acrobat pdf.

[lauralev (Laura Levy)]

Hi @Ragie! Can you let me know a bit more about the use of acrobat vs fillable pdf and our native forms feature? Curious to understand the pain point here so we can pass this feedback onward to our team! Cheers!

[Ragie (Ragie Trgo)]

Hi Lauraglev,

We need the pdf form that can fill up information. Do you have feature or app that can integrate?

Regards

[snicho (Stephen Nicholson)]

I have also had to create a fillable pdf, link to it in an item, have the user open it, fill it in, then save it, then email it. It is really cumbersome and not user friendly.

However, the native monday forms are currently too inflexible. The limitations on column types are frustrating.

I’ve noted elsewhere that there is a need to be able to flag a form to be used for display and edit of an item, rather than just for capturing a new item (record), as per the previous comment by @hlopezvc .

In addition, I have a use case for being able to print an item as it appears in a form view. Ideally, this would also include photos that are attached in a files column. If an item could be displayed in a form, it would go part of the way to meeting this requirement.

[courtneyp (Courtney Patrick)]

So there is no response or solution to this topic since 02/20??? I would also like to integrate a fillable PDF form into the workform on my boards. Is this presently possible, or will an application need to be built for this?

[eric.ward (Eric)]

Unfortunately, the only way to do this is through a form, and another app called Eledo. But even this is a little wonky.

I would like to see it where if I upload a fillable PDF into a file column, you could open it up and input information directly. Right now, you have to upload the file after you fill the information in the PDF outside of the Monday platform, and then upload it to the table afterwards.