David Simpson Apps

Getting Started

We're delighted that you've chosen to get started with Microsoft Forms Embedded for monday.com. This page will give you an overview of this app's functionality.

Prerequisites

  • A subscription to Microsoft Forms or Microsoft 365.

Installation

Simply install the app from the monday.com marketplace and then you are ready to go.

Usage

In Microsoft Forms

Two options are available depending on what you want to display:

Option 1: Display the form for response collection

  1. Select your form.

  2. Click Collect responses.

  3. Click the Copy button to copy the URL.

Option 2: Display the response summary

  1. Select your form.

  2. Open the Responses tab.

  3. Click the ••• dropdown.

  4. Select Share a summary link.

  5. Copy the URL.

In monday.com

For Board Views and Dashboard Widgets

  1. Add the Microsoft Forms Embedded app in monday.com.
  2. Paste the URL into the Embed URL field in widget settings.

For Item Views

  1. Create a Text column named "URL" on your board.
  2. Open the Item View sidebar and select Add View.
  3. Add the Microsoft Forms Embedded app.
  4. In Settings, select the URL column.
  5. Paste the form URL into that column for the relevant items.