Connect Boards Column Support

The monday Connect Boards Column allows you to link a column in one board to the items of other boards. Easyform’s Connect Boards field allows you to surface items from other boards within your form. That way a user can select these items when filling out your form.

Easyform supports the following Connect Boards field features:

• Limiting selection to a single item

• Displaying items from multiple connected boards

• Limiting items to specific boards when the column is connected to multiple boards

• ⚡️ Pro plan feature: Item default values - set default values for connected board columns that are hidden in the form

You can use this feature to do things like:

1. allow employees to report an issue at a particular work site (from a 'Work Sites' board)

2. allow users to select which of your offerings they want to hear more about (from a 'Service Offerings' board).

3. manage requests for business inventory (e.g. by allowing users to select items from an 'Inventory' board).

4. manage internal form submissions from employees (e.g. by allowing employees to select themselves from a dropdown linked to a 'Staff' board).

Limiting selection to a single item

You can choose whether users can select a single item from your Connect Boards field or multiple by toggling the Allow multiple selection button on or off:

Whether this is enabled or not is dependent on the Connect Board’s column settings. If this is disabled within the column’s settings on your monday board, then the option to enable it will not be available within Easyform.

Displaying items from multiple connected boards

If the column is connected to more than one board, these items will appear automatically grouped by board within your form.

Limiting items to specific connected boards

By default, items from all connected board will be displayed. To only display items from specific boards, toggle the Display items from all connected boards button off and then remove the boards you do not want to appear on your form:

Item Default Values

Easyform allows you to remove the Connect Boards column from the form and set a default value. A use case might be, for example, you pre-defined the client that will be filling out your form.

You can do this by removing the question from the form, going to the Item Default Value section and selecting the value you want to set.

Scan Barcodes To Select Items

With Easyform, you can select connected board items by scanning barcodes and QR codes. To set it up:

1. Store the barcode text in either the connected board item name or a connected board text column.

2. Make sure that the form is either connected to a single board or displays items from a single board only.

3. Enable barcode scanning in the field settings, and select the connected board column in which barcode texts are stored:

When you're done, publish your changes. Here's an example of the scanner in action:

Handling Missing Barcodes

When scanning a barcode that is not associated with any connected board item, a warning message is displayed together with a copy barcode to clipboard button. The user can then send this barcode to the form owner to help identify any potential problems.