Getting Started

Get Started with Item to Form

Item to Form lets you turn any monday.com item into a shareable form in seconds. Follow this guide to install the app, create your first form, and share it with respondents.

Prerequisites

  • A monday.com account with at least one board containing items
  • Admin or editor permissions on the board where you want to create forms

Step 1: Install from the Marketplace

Open the monday.com marketplace and search for "Item to Form". Click Install and authorize the app to access your workspace.

monday.com → Apps Marketplace → Search "Item to Form" → Install → Authorize

Once installed, the app becomes available as an item view on every board in your workspace.

Step 2: Open the App

Navigate to the board and item you want to create a form for. Open the item and look for the Item to Form view tab. Clicking it launches the form generation interface.

Tip: You can also select multiple items first and open the app to generate forms in batch. See the Multi-Item Forms guide for details.

Step 3: Select Columns

The app reads all supported columns from your board and displays them as selectable pills. Choose which columns should appear as fields on the form.

  • Use Select All or Clear All to quickly toggle every column
  • Click individual column pills to include or exclude them
  • The selection count updates in real-time so you always know how many fields are included

Item to Form supports 14+ column types including text, numbers, dropdowns, status, date, email, phone, URL, checkbox, and people columns. See Supported Field Types for the full list.

Configure People Columns

If your form includes a People column, you must configure which team members will be selectable by form respondents. The app fetches all available people from your board and lets you pick a subset.

Validation: At least one person must be selected for each People column before you can generate the form.

Step 4: Generate and Share

Click Generate to create the form. The app will produce a unique shareable URL that you can copy to your clipboard with one click. Share this link with anyone — no monday.com account is required to fill out the form.

  1. Click the Generate button
  2. Copy the shareable link from the confirmation screen
  3. Send the link to respondents via email, chat, or any channel

Submitted responses are automatically synced back to your monday.com board item.

Next Steps

You've created your first form! Here's what to explore next:

Form Settings

Add password protection, set an expiration date, or enable approval workflow.

Validation Rules

Enforce data quality with numeric, text, date, and list validation operators.

Email Delivery

Send forms directly to recipients with templates and automated reminders.

Fill Inbox

Review, approve, or reject submissions before they write to your board.