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🚀 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 →

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 →
View all available field types →

Step 4: Customize Design

Customize colors, fonts, layout, and styling to match your brand.

Learn more about theming →

Step 5: Configure settings (optional)

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

Security (all optional): Password protection, Google reCAPTCHA and/or Cloudflare Turnstile, geographic restrictions

Operations: Optional Analytics tab on the board view, test links after publish, and (for update forms) unique editable links per item via automation

Learn more about settings →
Full feature checklist →

Step 6: Publish and share

Publish your form and share the link via email, messaging, or embed in websites. View submissions directly in your monday.com board. After publish, use Test link in the builder to validate the live experience.

Next steps

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