When collecting data through forms, it's often necessary to include Terms and Conditions that users must accept before submitting their responses. Here's a simple guide on implementing this on monday using EasyForm.
1. Prepare your Terms & Conditions document
You can use any public URL as your Terms & Conditions, a page on your website, a Google Doc, etc.
To use Google Docs:
Upload your document to Google Docs
For a public link to the Doc, go to File → Share → Publish to web → Link
For a public embed code to the Doc, go to File → Share → Publish to web → Embed
Click to view in full screen 2. Create a Dropdown Field in your monday board
Include a single option: "I accept the terms and conditions."
Create an EasyForm and add the Dropdown field.
Adding the Terms & Conditions as a link
Click to view in full screen To add a link to the Terms & Conditions, paste an HTML a tag in the description of the Dropdown field with a URL for your document. Copy the code below and replace YOUR_DOCUMENT_URL it with the URL to your doc.
Then add the HTML to the Dropdown field description:
Click to view in full screen Adding the Terms & Conditions as an embedded document
Click to view in full screen You can embed an external document in your form and display it as Terms & Conditions. To do this, paste the embed code into your document in the description of the Dropdown field. Replace YOUR_DOCUMENT_URL in the code with the URL to your Terms & Conditions. If you are copying the embed code for a Google doc, add a width and height like in the code below to adjust the size of the document to the form.
Click to view in full screen Adding a collapsible Terms & Conditions
By adding some HTML and CSS, you can make the terms and conditions collapsible. All you need to do is past this code block below in the Dropdown field description and replace the text with your Terms & Conditions, ending up with this form:
Click to view in full screen Copy the code below and replace the content with your Terms & Conditions.
Notice the the summary tag is the text visible when the Terms & Conditions are closed.
Then paste it in the Dropdown field description:
Click to view in full screen Adding collapsible embedded Terms & Conditions document
Click to view in full screen Copy the code below and replace the YOUE_DOCUMENT_URL with the URL to your Terms & Conditions.
Finally, paste the code in the Dropdown field description:
Click to view in full screen