According to WorkForms settings and permissions the option in the settings “allow the form submissions to create new items on your board” which is not correct - whether its selected or not, the form creates an item.
The checkbox in fact per the tooltip do what I described above.
I know I’m piggy-backing on your announcement. But this feature is a fantastic addition that I don’t recall seeing mentioned anywhere, nor is the support article even correct about the purpose of the checkbox. If there was a way to make the form the default action on “New Item” we could enforce the use of the form for creating items, and enforce the setting of column values at creation.
Those are all great additions and Monday is really getting better and better. Workforms are really coming along. But the game changer feature will be able to edit existing items with a monday form. Let’s say you want to enroll new customers but already know their address, no need for them to enter it again. Or simply to make a form to confirm their personnal info. etc
The ability to request a signature is part of forms, however to utilize the signature in any way is not, which makes the signature capture not very useful. The screenshot I am including shows our TB Exposure annual questionnaire required for our health care providers. The sites we provide service to request a copy of the questionnaire that includes their signature.
When I previously contacted the support team regarding this, I was told that I can download each signature and then use pdf editing software to add the signature. This in not efficient for our staff to do this for over 200 employees.
This concern has been brought to the community beginning in 2022 and to my knowledge remains unresolved.
Any updates on a timeline for this feature would be greatly appreciated.
Hi @BiancaT , nope, still no option to display as checkboxes unfortunately! We’re launching our new website and were hoping to have the forms updated ahead of time, but we’ll keeping looking out for this feature. Hopefully it’s sorted soon!
Sorry to hear this I will check in with our team! Just to clarify, you’re experiencing the same behaviour as before, specifically, 1) the state doesn’t change despite selecting an option and 2 the dropdown option remains greyed out?