Updating items using forms and workflows (enterprise only)

Hi! :waving_hand:

As you probably know, monday now has the option to change responses after submission, allowing updates to occur within a form.

However, you have to set this before you make the form public. Also, if you want to send a follow-up form, it’ll just create a new item instead of updating. Lastly, let’s say you have a list of people you want to send form to—most times, you want the information from the form to go to that item and not onto another board.

You could use Superform’s Update form, but there is a way to do it natively within monday if you have access to workflows.

In my example, we have a board for counselor registration for a camp we run. They fill out a form, and when they submit their form, a second form link is generated for them to confirm their ability to attend.

Firstly, make sure to use monday’s pre-fill option on the name of the item. Create a link with the prefilled data utilizing workflows. I also used SpicyTab’s Workflow Blocks: Formulas add-on to help substitute any spaces with +. This unique link was then placed in a link column in the board.

Obviously, when the second form is submitted, it’ll create a new item instead of updating the relevant item. Here’s how you can get around that with workflows.

Step 1: When second form is submitted (this is the trigger).
Step 2: Get the item data (in order to grab the information I need to change).
Step 3: Find the matching data (in the same board with the exact name, excluding the currently created item).
Step 4: Get Step 3’s data (this step you can skip, as I only needed it for steps 7+ that you don’t see here :wink:).
Step 5 (see picture below): Change column value of status for Step 3 to the same value as in Step 1 (have to use the information that was gathered in Step 2 :grin:).
Step 6: Delete newly created item (which was Step 1).

Tada!!!

Let me know if you have any questions.