Use Forms to edit/update existing items and columns

[Mohisanisel (Mohi)]

Please consider this feature for the 4th anniversary of this feature request!
This is definitely a need to be able to use forms to edit/update items.

[jonliss]

+1 on the need for this. Having to have multiple columns for the same data due to conditions is very clumsy, and when combined with the horizontal layout of the board, it is far from ideal.

It really doesn’t feel like a big lift to implement this, in fact it seems like it should be table stakes.

[Summit22 (Cathleen Arnold)]

I appreciate the existing features and control I have in Monday.com, but…

I’m surprised that users, whether small business owners or large corporations, are tolerating the lack of support on such a vitally necessary feature.

How can we make our voices and requests be heard more loudly and clearly?

How are new features prioritized?

[Julietteb (Juliette)]

Hi community, I am excited to share that we are working on using to forms to update existing items and columns! While we do not have an exact date for this release, it is on our upcoming roadmap and I will update when it is released.

Thank you for all your feedback and helping our team understand the importance of this feature for our customers. We look forward to seeing more of your ideas

If you have not read about our new feature request process, now is your chance:

All you need to know about our new Feature Request process

Welcome to the feature request part of our community! This is your opportunity to get involved in our development process. Share and vote on features you would like to see implemented in the platform so we can build a roadmap together that best reflects your needs. How do you submit a feature request? First, check if your idea already exists in the "feature request" category and vote on that topic. That way, our team can see which features are most requested. You can use the search function o…

[Julietteb (Juliette)]

Hi Cathleen,

Your feedback is very important to our team, which is why we revamped our feature request process and create a new system to update the community with the status of top voted feature, as we did with this feature.

You can read more about the status and the new process below.

All you need to know about our new Feature Request process

Welcome to the feature request part of our community! This is your opportunity to get involved in our development process. Share and vote on features you would like to see implemented in the platform so we can build a roadmap together that best reflects your needs. How do you submit a feature request? First, check if your idea already exists in the "feature request" category and vote on that topic. That way, our team can see which features are most requested. You can use the search function o…

[Timmoore]

Thanks, Juliette. I see on the Feature Request process description that once a feature request (that is currently in the “Long-term roadmap”) has been given an “exact release date we will update this status.” This feature appears to have been updated from Long-term to “On Roadmap.” Presumably that means a release date has been assigned. Is it possible to share when that release date is?

Pasted from the Process page:

On roadmap - This feature is already in the works and will be released in the near future.

Long-term roadmap - We are in the early stages of developing this feature, but at the moment do not have an exact release date. Once we have an exact release date we will update this status.

[Timmoore]

@Julietteb, see above /\

[carriegraham]

Is there any ETA on this feature? I just had this very conversation with your support team and submitted it as a new topic (Sorry, I should have read these more carefully).

Is this a React hook thing? What tools is the form feature built in and how is its GUI being returned / styled? I Wappalyzed your stacks but there’s a lot there, and I’m kind of a newb. If I know what it’s built and styled with, maybe I can help you guys come up with a solution?

In a perfect world, if the columns could just be viewed as interactive fields, as searchable and editable as the table view but with a more form-like GUI, that would be awesome.

In our use-case: the subcomponent contractors just want to interact with the data THEY need, and it’s the side-scrolling that’s getting to them. It would also allow us as an org to take inputs like procurement details, filter that data, and generate sign-offs for clients. That’s in the Needs file, but the Wants file would also allow for more styling than the current form response viewer allows. I love the Logo thing, and the print to PDF is priceless. If it had the option to be styled a bit more, that would be great.

One thing I would consider, instead of creating a form as one view, and creating the viewer as another, I would build both onto a toggle: one being the interactive form which uses input fields to put data into or edit the columns of an exiting item, the other showing the final styled view that the pdf would look like. The PDF publishing view could offer some limited styling choices.

Anyway, that’s the dream

I hope this is considered a useful thing by the majority.

[Maayango (Maayan Goldstein)]

@Julietteb

Thank you for all your feedback and helping our team understand the importance of this feature for our customers. We look forward to seeing more of your ideas

If you have not read about our new feature request process, now is your chance:

HI,

Just checking if you have an ETA for this feature?

Thanks
Maayan

[palmerijosh (Josh Palmeri)]

Hi @Julietteb - Any update on this? Thanks!

[codyfrisch (Cody)]

The main limitation here is with anonymous and non-account member forms - there will need to a way to access an item in a form view without being able to log into the account.

Forms for submission generate data and submit to the form engine that adds to the board. However, getting that data to a form is another matter - esp. securely. They will need to implement some sort of opaque token, and a URL for the item, and an entirely new view that exists outside of the authenticated space. There would also need to be something in place to disseminate that URL, either after submission, or via automation.

So there is way more that is part of this than just presenting an item as a form view.

[vjabbinante13 (Vito Abbinante)]

I guess there’s confusion, from me anyway, on why app partners have the ability to do this, namely Spot-nik and Superforms, but Monday’s proprietary system can’t do it. Monday built their own form, meaning it’s tied directly to their board and columns.
Superforms just takes a duplicate of all board columns, pulls the existing information from those columns, and pre-fills the form. The admin chooses which fields the user can see, update, not update, etc.

That’s one of my main issues with Monday. It’s a solid platform, but some items that seem like they should be obviously native features are created by app partners, and in some cases Monday says they physically can’t do it themselves. It’s their platform. The apps can’t work unless the platform has the ability for them to do so.

[codyfrisch (Cody)]

Yes, it can be done. But monday would need to create a view that exists outside the entire existing monday authenticated space for anonymous people to be able to view and edit existing submissions.

[vjabbinante13 (Vito Abbinante)]

Does current Monday workform system require whoever is filling out the form to have a Monday account?

If it does, I get why that would be an issue. If it doesn’t matter who fills out the form, as long as the admin of the Monday account gives out the link to the update form itself and the access settings are “anyone with the link” it should be an easy fix. What am I missing?

[Julietteb (Juliette)]

Update: Good news! Our Workforms team is currently working on the finalizing this feature after some testing feedback and hope to release the Alpha version in just a few weeks! With this feature, you will be able to use forms to edit and update existing columns and items. Make sure your notifications are turned on to be the first to be notified of all updates! How to turn on notifications for a topics

[Jordancopper (Jordan)]

Hi Juliette! This is amazing news! My company uses Monday extensively and this feature will take us to the next level. How can our account be flagged for Alpha testing / use?

[Julietteb (Juliette)]

Exciting update: This feature has started Alpha testing and will be released to accounts shortly! This feature will allow you to use forms to edit and update existing columns and items. This feature is starting to be tested for final changes and tweaks and we hope to be able to release it in the coming months. Make sure your notifications are turned on to be the first to be notified of all changes.