The current implementation of the “Connect Boards” question in WorkForms does not allow a guest user to access the field, regardless of whether “use account data in public forms” is enabled. Any other user role has the ability to access the field (Viewer, Member, Admin, or any custom role based on these) without being a member of the board.
Additionally, if a user is logged into Monday.com already and attempts to access a form without a login requirement, the question disappears. Therefore, the necessary user experience is a user must log out of Monday in order to get the full functionality of the Form.
The only option for Guests to access a Connect Boards question is to switch the board to “Shareable” and add every single Guest to the board.
If a connect boards question is added to a form, a Guest should have the ability to access the question and data if that is the need of the form developer. Being granted access to data to populate the question is not the same as needing access to the entire board.
Our Monday form builder app, Easyform, supports Connected Boards questions in anonymous forms, allowing you to show the items of Board B as options in a dropdown question in a Board A form without the user needing to sign-in:
However, guests can’t edit or access the form editor in monday due to monday.com restrictions.
Other features of our connected boards column are
Limiting selection to a single item
Displaying items from multiple connected boards
Limiting select options to items from specific boards where a column is connected to multiple boards
Pro plan feature - item default values support - set default values for connected board columns that are hidden in the form.
In addition to that, we offer:
Upload files to your board’s file columns, with support for:
Allowing only specific file types, such as images or pdf
Limiting the number of files that can be uploaded
Setting a maximum for file size
Manually retrying uploads if some or all of them failed
Set default values for the response item’s hidden group, status, connected board, and dropdown columns. To do so, select Item default values from the Settings menu.
Add the item’s group as just another field to the form.
Control the page’s top margin with the ability to set different values for desktop and mobile. To do so, select Page from the Settings menu.
If you’re interested in creating styled forms that better match your brand and embed perfectly on your web page, you can check out our Monday.com app Easyform and our extensive documentation site.
