When a form is submitted, is it possible for it to be automatically added to a column as a pdf?
I would like to connect that column to another board, so the pdfs can be easily viewed while looking at separate board information for a different form. (One form is an application and the other form is a reimbursement approval. They need to be viewed/referenced together if possible!)
Charlotte here with the monday team!
While you won’t be able to automate it, you can download a form response as a PDF using the Form Response Viewer. To download a form submission as a PDF, click on the “Save as PDF” button on the top of the view.
Additionally, I am wondering if perhaps having Connect Boards Columns and Mirror Columns showing the info from your first board’s form submission to the other board would be helpful and create more cohesion.
Let us know what you think!