Getting Started with FormFlow
Create your first FormFlow form directly within monday.com boards - no need to leave the app! This guide will walk you through the complete process from installation to publishing your first form.
Installation
- Install from Marketplace: Find FormFlow in the monday.com app marketplace
- Add to Workspace: Install the app in your monday.com workspace
Quick Start Guide
Follow these steps to create and publish your first FormFlow form:
Step 1: Go to Your Board
Navigate to the board where you want to create forms. FormFlow is embedded directly in your board interface, so you can build forms without leaving monday.com.
Step 2: Choose Your Form Type
Insert Form: Creates new items in your board. Perfect for lead generation, support tickets, and applications.
Update Form: Modifies existing board items. Perfect for status updates, profile management, and progress tracking. Note: Each item must have its own unique form link (required) before users can access the form.
Learn more about form types β
Step 3: Build Your Form
- Drag fields from the right panel to your form
- Map form fields to monday.com board columns
- Add multiple pages for complex workflows
- Configure labels, descriptions, and validation rules
Learn more about building forms β
View all available field types β
Step 4: Customize Design
Customize colors, fonts, layout, and styling to match your brand.
Step 5: Configure Settings (Optional)
Basic Settings: Multiple submissions, response limits, time limits, response viewing
Security Options (All Optional): Password protection, captcha, geographic restrictions
Step 6: Publish & Share
Publish your form and share the link via email, messaging, or embed in websites. View submissions directly in your monday.com board.
Next Steps
- Form Types β Learn about insert vs update forms
- Form Builder β Build and design your forms
- Field Types β Explore all available fields
- Theming β Customize your form appearance
- Settings β Configure form behavior and security