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πŸš€ Getting Started

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

  1. Install from Marketplace: Find FormFlow in the monday.com app marketplace
    Add to monday.com
  2. 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.

Learn more about theming β†’

Step 5: Configure Settings (Optional)

Basic Settings: Multiple submissions, response limits, time limits, response viewing

Security Options (All Optional): Password protection, captcha, geographic restrictions

Learn more about settings β†’

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
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