Forms Routing

Forms Routing lets you show different forms from a single link based on monday.com board column values (Status, People, Dropdown, etc.).

Rules run from top to bottom. The first matching rule wins.

Routes list

Go to Forms Routing to see all your routes.

You can:

• Create a new route using Create Route
• Open the rules builder using Edit Route
• Edit route details (name and description) using the pencil icon
• Duplicate or delete a route (icons on the right side)

Create a route

1. Open Forms Routing.
2. Click Create Route.
3. Enter a Route name (required).
4. Add an optional Description.
5. Click Create (or Save, based on your UI).

After creating, your route appears in the routes table with:

• Status (Published or Unpublished)
• Conditions count

Edit route details (name and description)

From the routes list:

• Click the pencil icon to edit the route name and description.
• Click Update Route to save.

Tip: This only changes route details. It does not change routing rules.

Routing rules

To configure which form should appear:

1. From the routes list, click Edit Route.
2. You will see the Routing rules screen.

Default Form

Default Form is used when no rule matches.

1. In Default Form, open the dropdown.
2. Select the form you want as the fallback.

Recommended: Always set a Default Form.

Add a rule

Each rule decides which form to show when conditions match.

1. Click Add rule.
2. In the rule card, select a Form.
3. Click Add condition.
4. Choose:
   • Column (Status, People, Dropdown, etc.)
   • Operator (equals, not equals, contains, etc.)
   • Value (Done, Working on it, assigned person, etc.)
5. Add more conditions if needed.

Rule order (important)

Rules run from top to bottom.

• Put the most specific rules at the top.
• The first match wins.

You can reorder rules by dragging them.

Save Draft vs Publish

On the Routing rules screen:

• Save Draft saves changes without making the route live.
• Publish makes the route live and applies routing for users opening the route link.

Managing routes

From the routes list:

• Duplicate creates a copy of the route (useful for similar routing setups)
• Delete removes the route

Troubleshooting

No rule matches

• Make sure you selected a Default Form
• Confirm the column values used in conditions exist on the board

Wrong form is shown

• Check rule order (top rules win)
• Test with a simpler condition first, then add more conditions
• Confirm the item values match your condition values