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Forms🔗 Forms Routing

Forms Routing

Forms Routing lets you create Routes that show different forms to users based on your monday.com item data.

Use it when you want a single link experience that automatically displays the right form for each workflow.

What are Routes?

Routes are client-facing experiences that dynamically display different forms based on specific conditions and criteria.

They help you create context-aware flows by automatically showing the most relevant form based on values like Status, People, Dropdown, and more.

How to Create a Route

  1. Open Forms Routing.
  2. Click Create Route (top right).
  3. Enter a routing name (required).
  4. Add an optional description (recommended).
  5. Click Create Route to save.
  6. In the routes table, click Edit Route to configure forms and conditions.
  7. Publish your route when it is ready to share.
  8. Generate a route automation link via monday.com automations to automatically create route links for specific items or workflows.

Routing Rules (How it Works)

Inside Edit Route, you will see the Routing rules section.

  • Rules run from top to bottom
  • First match wins
  • Drag rules to reorder
  • Rules use board column values (Status, People, Dropdown, etc.)

Set a Default Form.

This form is used when no rule matches. It prevents broken experiences when an item has unexpected values.

Add a Rule

  1. Click Add rule.
  2. Select the destination Form (the form you want to show).
  3. Choose a board Field (example: Status, Priority, Type).
  4. Select an operator (example: equals).
  5. Choose the value to match.
  6. Click Add condition to add more conditions if needed.

Multiple Conditions

You can add multiple conditions inside a rule.

  • Use AND when all conditions must match.
  • Use OR when any condition can match.

Tip: Keep routing logic simple. If rules become hard to read, split them into multiple rules and reorder by priority.

Examples

Example 1: Support intake (Type-based)

Show a different form based on a Type (Dropdown) column.

  • Rule 1: Type equals Bug -> show Bug Report Form
  • Rule 2: Type equals Billing -> show Billing Help Form
  • Rule 3: Type equals Feature Request -> show Feature Request Form
  • Default Form -> General Support Form

Example 2: Approvals (Status-based)

Route users to the right form based on Status.

  • Rule 1: Status equals Needs Info -> show Info Request Form
  • Rule 2: Status equals Approved -> show Approval Confirmation Form
  • Rule 3: Status equals Rejected -> show Rejection Details Form
  • Default Form -> Standard Approval Form

Example 3: Priority workflow (AND conditions)

Ask extra details only when the item is high priority.

  • Rule 1: Status equals In Progress AND Priority equals High -> show Escalation Form
  • Rule 2: Status equals In Progress -> show Progress Update Form
  • Default Form -> General Update Form

Save Draft vs Publish

  • Save Draft saves changes but keeps the route unpublished.
  • Publish makes the route live for users.

We recommend saving as draft while building, then publishing once you have tested with real items.

Best Practices

  • Put the most common matches at the top.
  • Always set a Default Form.
  • Make sure all destination forms are published.
  • Test with real board items before sharing links widely.

Troubleshooting

Wrong form is shown

  • Check rule order (first match wins).
  • Confirm the item field values match your conditions.

No form is shown

  • Set a default form.
  • Ensure the destination forms are published.

Next steps

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📋 Form Types➕ Insert Forms