Monday and File Upload

  • Profile Image
    scott.baxter
    Asked on February 15, 2021 at 07:17 AM

    Hi, I'm trying to integrate Jotform with Monday.com.

    Everything is going well so far until I got to file upload.

    What I want to do is, when someone uploads a file, it then places the files in the new item in Monday in the file column.

    This is a vital part of the form.

    To give you more of an idea of what I'm trying to achieve I'll explain. A sales person is sent the form to enter all the information of a customer. The information will include 3/4 PDF documents.

    When the sales person submits the form I want a new item to be created in Monday with all the information entered in to the form (the easy bit) and the PDF documents that the sales person uploaded. This is where I'm stuck.

    Does this makes sense? Do you have any ideas?

    Thanks,

    Scott

  • Profile Image
    Rosa_C
    Answered on February 15, 2021 at 08:18 AM

    Hi Scott,

    Thank you for contacting us.

    About File uploads:

    As I know, you can map the Upload field from Jotform to Monday, but only the download link for attachments will be transferred to your Monday.

    About a PDF:

    Unfortunately, it is not possible to send PDF documents to Monday directly.

    As a workaround, you can try to use Zapier

    Zapier-Jotform to Monday

    If you have any further questions - feel free to ask.

    Best regards.

  • Profile Image
    scott.baxter
    Answered on February 15, 2021 at 08:44 AM

    Thank you for your reply.

    Can you tell me how I can map the upload field from Jotform to Monday? Having just the download link may be ok.

    I've looked at Zapier as a workaround but I don't know where to start. Can you provide anymore info how I can set this up using Zapier?

    Thanks

    Scott


  • Profile Image
    Richie_P
    Answered on February 15, 2021 at 09:02 AM

    As long as you have an upload field in your Form, then it can be mapped to Monday.com.

    1613397719_602a7ed7dd89f_1.png

    Please note that only the download link would be added to Monday.com

    Kindly give it a try and let us know how it goes.

  • Profile Image
    scott.baxter
    Answered on February 15, 2021 at 09:36 AM

    Hi, I can't see anywhere where I can map the download link in to Monday?

    I just asks me where the file is coming from e.g. OneDrive Local etc.

    am I missing something?

    1613399791_602a86efc4206_Screenshot 2021

  • Profile Image
    Richie_P
    Answered on February 15, 2021 at 10:35 AM

    You may use the text field in Monday.com to get the file upload link.

    1613403205_602a94456b47c_1.png

    Here is a screenshot of the upload link in Monday.com.

    1613403318_602a94b66f56f_2.png

    Please give it a try and let us know how it goes.

  • Profile Image
    scott.baxter
    Answered on February 15, 2021 at 10:46 AM

    Hi, I feel like I'm being really stupid.

    In your screenshot you have - {input6} which I'm assuming is from the field details in the form builder, however with file upload elements I don't have the field details section. Where do I get this from?

    Thanks

  • Profile Image
    Richie_P
    Answered on February 15, 2021 at 11:51 AM

    My apologies for the confusion, I am using the file upload field on my sample form.


    1613407763_602aa6139934f_1.png

    You're correct, the {input6} is an upload field.

    Please note that widgets cannot be mapped on Monday.com integration.

    Let us know how it goes.

  • Profile Image
    scott.baxter
    Answered on February 15, 2021 at 11:57 AM

    I am also using the file upload field, not a widget.

    I've entered {input6} into a text field on Monday (see below) and they download link hasn't been populated in Monday when the form has been completed.

    Is {input6} a generic code for file upload?


    1613408201_602aa7c915b1b_


  • Profile Image
    Gaetan_B
    Answered on February 15, 2021 at 02:59 PM

    Hello,

    It is absolutely to be confused when using a new system or way to do things, that's why you shouldn't hesitate to ask any question.


    Those fields are unique. In your case, the right field name is {dealerOrder}

    A little trick to find them easily is to create an email that you would delete afterward (so it doesn't get sent). It will allow you to see those unique fields in a very easy way: https://www.jotform.com/help/26-setting-up-an-autoresponder-email


    Hope this helps.

    Do not hesitate to reach out if you have any questions or need further assistance.

  • Profile Image
    scott.baxter
    Answered on February 16, 2021 at 04:03 AM

    Hi, thank you very much for the help so far. However I've still not managed to get the download link to show in Monday.

    See below the field name I'm entering in to the integration and the output on Monday:

    1613466197_602b8a5530492_Screenshot 20211613466196_602b8a54f10cc_Screenshot 2021


  • Profile Image
    Patrick_R
    Answered on February 16, 2021 at 04:40 AM

    Hi! Allow me some time to check this. I'll get back to you soon with an update.

    Thank you!

  • Profile Image
    scott.baxter
    Answered on February 16, 2021 at 05:22 AM

    Thanks, please let me know when you have an update. This is the only thing I'm stuck on with the form.

    Thanks

  • Profile Image
    Patrick_R
    Answered on February 16, 2021 at 05:54 AM

    Hi Scott! Kindly note that Monday's File column is not supported by Jotform integration.

    What you can do is create a long text column on Monday with a name like "Uploaded fields links" and then on Jotform map the Upload field to Monday's "Uploaded fields links" column. This way, URLs of the uploaded files will be set for this field. I've tested this setup and it works. Following is the sscreencast of this setup:

    http://shots.jotform.com/patrick/Screencast%202021-02-16%2016-18-58.webm

    Please give it a try; let us know if this doesn't solve your purpose.

    Thank you!