- Embed forms — Bring all your forms & surveys into monday.com
- Paste links to quickly auto embed.
Popular use cases:
- Customer onboarding
- Employee onboarding
- Event registration
- Holiday or vacation requests
- Newsletter signup
- Risk assessments
- Self certification
- Surveys
- Travel expense claim
Documentation
Prerequisites
- A subscription to Microsoft Forms or Microsoft 365 Office.
Installation
- Simply install the app from the monday.com marketplace and then you are ready to go.
How to use
In Microsoft Forms
You have 2 choices. Either to display the form in monday.com, or display the results of the responses from the form in monday.com.
Display the form and collect responses in monday.com
Select the form, click on Collect responses, then the Copy button.
Display a summary of the responses in monday.com
- Select the form
- Click on the Responses tab
- Click on the "•••" dropdown menu and select Share a summary link
- Click on the Copy button next to the URL
Once the URL has been copied, move to monday.com.
In monday.com
For Board Views and Dashboard Widgets
- Add the Microsoft Form app in monday.com
- Paste the URL in the Embed URL field in the widget settings
For Item Views
- Open the Item View sidebar and select Add View
- Add the Microsoft Form app in monday.com
- In your board, add a new column of type Text and name it URL
- Paste the URL of the Microsoft Form into the URL column for your board item