It’s an interesting idea, but there are two issues with that:
What if you merged the 2 boards and then used conditional questions. Using Superform, you could show include the status on the form, but turn off editing. Then you could use the conditions to hide the site visit questions on the initial form submission, and then when the request was approved, email the user with the update link and hide all the initial questions (if necessary) and show the site visit specific questions.
Still relevant.. When approved and other conditions then send link.
right, but you’d send the superform edit link that was created and then because the status is approved, all the initial questions would be hidden and the approval relevant questions would be shown
No doubt,
I’m just offering a decent workaround that doesn’t rely on 3rd party apps.
The implementation of this feature does not actually address the core request (made over 5 years ago now). The original request was to give users a way to edit existing items using forms… what we got was a way for users to edit items CREATED with forms. This essentially gives people an ability to edit their own responses (assuming they keep the link handy) but does not give people who manage boards a way to use forms to collect information for already existing items which to my understanding was the core of the original request. Yet again we are directed to third party (paid) solutions for what is reasonable to expect from a core built in function of this platform.
Totally agree with you I was actually looking forward to this feature now completely disappointed what has been offered and no longer used it.
I was hoping it was going to solve the large number of problems from moving from small scale to large scale implementation.
I agree that it didn’t answer the ask 100%, as I had that same approach in mind. As always though with monday there are many ways to approach creating a solution that can work for you.
The assumption here is that items are created via a board one at a time. I don’t think this approach works if you are importing items into the board from excel. If the latter is your use case the approach below may not work for you.
To work with what has been developed within monday and avoid using additional apps I have implemented a standard that items are created via a form instead of directly in the table. This way a link is created & I can ensure the columns that are required are filled in and it is hopefully easier for the end user. Then I will either include people in a people column or email column and send a notification out with the link for the details to be updated using the form link. If you need to send to external emails you can integrate your email platform with monday to send notifications to the external email addresses.
Hope this helps.
It is an interesting workaround, however if you have automations that pass information from one board to another then it stops working. I have a 3 step process that has an initial information capture form (an approval board), once something is approved an automation creates an item in a planning board where more logistics are added, and then after that item is complete it is moved to a survey board where follow up information is added. My hopes for this feature was that I could create an automation that sends a form to assigned persons to fill in missing information in that 3rd board, bonus points if the automation could prefill the already existing information (item name, date, and a few other key columns) and just prompt the user to fill in the missing information. I don’t think I can accomplish this with your workaround.
You can use pre-fill values and send to the assigned person a URL with the passed information as a GET request, but do mind the information is visible in the URL, and that the person can edit the pre-filled value before submitting the form.
I’m having so much fun watching this thread still. We ditched Monday.com for this very deficiency. Y’all should do the same! Monday has always sucked anyway.
Right, but unless I’m missing something, there is no URL unless the item was created with a form. You can’t generate URL’s for items created using other methods (automations or just clicking new item) which again means you can only edit form responses, you can’t update other items with this feature.
Or you can simply try OnlyForm app
I appreciate that there is a robust 3rd party app development community for Monday.com, but sometimes a feature should be core to the platform and should not require installing a for-pay 3rd party plugin (not allowed by many professional organizations), especially when the exact feature was requested and stated as released, but didn’t actually solve the original ask.
True that. But I was reading your previous messages, and I guess making those “custom features” will never be possible monday is this huge whale, and they can’t just add things like that. But we developers can.
That said, I do agree if the edit form, as promised, still isn’t possible within monday, that’s kinda sad.
I read someone just ditched monday because of that
I cannot find this supposedly released feature. My use case would be
How would I do that?
If you want to use said feature, the item needs to be created from a form, then you can send the generated url to the customer.
another option you can use two boards, the first is where you create the items
the secnod is for form submissions.
when item is created in the 1st one, send the form url with pre-filled item id from the 1st board, then when a form is submitted use a workflow to insert the form data into the item in the 1st board
hope that helps
Hi @Nils if you’re not satisfied with the native monday offering and are open to a native app, definitely check out SuperForm - SuperForm - monday.com Marketplace
When will this be released for Pro users??