It seems folks have been asking for this feature for five years.
I need a way to “send” information from one board to pre-populate portions of a form on another board.
In my specific case, I have a list of courses which require reviewers. Members of the board pick which courses they want to review, then click an URL to launch the empty review form they will complete. (A button / automation would also work, instead of a URL.)
I need to be able to “send” the name of the item (Course Name) and the reviewer (Name, or Email of the person clicking the URL or button) to prepopulate the form. They must launch the FORM view, not the Board view.
It seems this could be done with URL switches, or a new automation method.
Our monday form builder app, Easyform, supports URL parameters, meaning you can pre-populate forms. You can read about this on our documentation site.
Regarding your specific use case, in the Courses board, using a Formula column, you can build a URL to a form for the Review Board and populate it with values from the Course board. You can see here an example of this functionality.
In addition to that, we offer:
Connected Board support:
Limiting selection to a single item.
Displaying items from multiple connected boards.
Limiting select options to items from specific boards where a column is connected to multiple boards.
Pro plan feature - item default values support - set default values for connected board columns hidden in the form.
Upload files to your board’s file columns, with support for:
Allowing only specific file types, such as images or pdf.
Limiting the number of files that can be uploaded.
Setting a maximum for file size.
Manually retrying uploads if some or all of them fail.
Set default values for the response item’s hidden group, status, connected board, and dropdown columns. To do so, select Item default values from the Settings menu.
Add the item’s group as just another field to the form.
Control the page’s top margin with the ability to set different values for desktop and mobile. To do so, select Page from the Settings menu.
If you’re interested in creating styled forms that better match your brand and embed perfectly on your web page, you can check out our Monday.com app Easyform and our extensive documentation site.
