We have a Monday form online that freelancers will use to add themselves to our database (a project board). It allows them to give us all of their details (name, contact, experience, file upload, etc) and it then creates a new item on the board.
Is there a way to allow the same freelancer to use the form (or a form) to update their record if they change contact details, or want to upload new documents etc? Can a form be linked to an item?
Is there a way to set an automation so if an existing freelancer uses the form to update their info, it doesn’t create a duplicate record but instead updates the existing one?
At this time it isn’t currently possible to update existing items via a form. That being said, I am excited to mention that this is a feature on our current roadmap. You can check out the status of the feature and future developments via the existing feature request here → Use Forms to edit/update existing items and columns
Thanks for flagging! I believe it’s closed as it’s currently in testing phases to be rolled out soon. I’ve requested the product team share more information about where this sits and I will let you know as soon as possible
Really common use case and something we’ve solved with FormFlow. Heres how it would work for your setup:
Use an Insert Form for the initial freelancer registration, creates a new item on your board with all their details.
Then use an Update Form (Editable Link) when they need to change something. The form comes pre-filled with their current info and they can update contact details, upload new documents etc. Changes go straight back to the same item.
No duplicates, no manual merging needed. And since you have alot of fields (name, contact, experience, file uploads) the multi-step layout keeps things clean and easy to fill out.
