My team is looking to integrate a process that we are currently using outside of Monday, but I haven’t been able to figure out a similar process to do what we need. I’m looking for some advice/ideas.
Currently, we send policies to be reviewed and then a quiz/survey is attached/included that they have to fill out to test their knowledge. We would need to either have it documented that they read the document or have them sign and verify that they read it.
My initial though was to set up a form to send out with these questions but they don’t support files/attachments. Then, I looked at the typeform app and it also doesn’t support files. I was hoping to not separate the process into two tasks. I know I could send the document file and then set up an automation to send the form after, but I was hoping to streamline the process so they would have to receive two separate notifications.
There is a workaround where the document can be housed in a url shared link so it opens up within another tab for review and then I have developed a LMS (self grading quiz) within monday native automations that way you can track who has done what was asked.
Let me know if this is of interest but I think a url would be your best fit for this form document review. If all of the reviewers are internal or can have guest accounts at least, we can explore another avenue as well!
Our company is required to have employees read a monthly OSHA document and then successfully pass a quiz. We have a board that the pdf is saved and also a link to a Form created quiz for each month. From this board, we are able to send an email out to everyone assigned to the OSHA Team with the file and link.
The monday form description supports HTML, allowing you to add a download ‘a’ tag in the format of <a href="DOWNLOAD_URL" download="DOWNLOADED_FILE_NAME">Download file</a> .
Notice - this needs to be a download link, not a link leading to a file.
In addition to supporting HTML in the form description, our Monday form builder app Easyform supports this in the description of each question in the form and the Thank you page.
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.
We have a tracking board that lists all employees and their quiz status for each month along with its due date. The quiz is submitted on a separate board using a form. After that, we use a match automation to map the results with the correct employee. The tracking board sends reminder emails based on the monthly status and due date.
Recently, we created a dashboard with a dynamic view to enable employees to check their quiz status instantly. This dashboard helps employees ensure that they have completed all the required training and are up-to-date with their quizzes.
