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Forms➕ Insert Forms

Insert Forms - Create New Items

Insert forms allow you to collect new data and automatically create items in your monday.com boards. Perfect for lead generation, support tickets, project requests, and event registrations.

Overview

Purpose: Add new items to your monday.com boards

How it works: External users submit data through the form → New items are automatically created in your board

Best for: Lead generation, support tickets, project requests, event registrations, application forms, feedback collection, survey responses

Security Options

By default, forms are open and accessible to everyone. All security mechanisms are optional and can be enabled based on your needs.

Password Protection (Optional)

For insert forms, you can optionally enable a static password that you configure once for the form. This password is the same for all submissions.

Key Features:

  • Simple, single password for all form submissions
  • Easy to share with authorized users
  • Optional: Forms work without passwords by default

Additional Security Options

  • Enable Captcha: Protect against bots and automated submissions
  • Form Restrictions: Limit access by geographic location (allowed countries)
  • Time Limits: Set start and end dates/times for form availability
  • Response Limits: Set maximum number of submissions

Learn more about all security options →

Setup Process

Follow these steps to create your first insert form:

  1. Create New Form: Go to your board and create a new form
  2. Select Form Type: Choose “Insert Form” as your form type
  3. Add Columns to Form: Map form fields to board columns
  4. Save the Form: Save your form configuration
  5. Configure Settings (Optional): Enable password protection, captcha, or other security options if needed
  6. Customize Design (Optional): Apply theming and styling to match your brand
  7. Publish: Make your form live and start collecting data

Common Use Cases

Lead Generation Form

Fields: Name, email, company, phone, lead source, interest level
Settings: Single submission per user, custom thank you message
Use Case: Collect qualified leads from your website or marketing campaigns

Support Ticket Form

Fields: Name, email, issue type, priority, description, attachments
Settings: Multiple submissions allowed
Use Case: Allow customers to submit support requests without accessing your monday.com board

Event Registration Form

Fields: Name, email, company, dietary restrictions, session preferences
Settings: Single submission, response limits, time limits
Use Case: Manage event registrations with automatic item creation in your board

Next Steps

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