Response sets

Build a list of answer options once and reuse it in every template, or fill it from monday.com or your team.

A response set is a list of answer options you build once and reuse in any template, such as Pass / Fail / N/A or a severity scale. When the options change, you update one set instead of every question. Open Response sets from the main navigation.

The Response sets page listing three sets, each with its colored options — The response sets page

Create a response set

Until you have a set, the page offers Pass / Fail / N/A, Yes / No / N/A, Severity, and Condition rating. Select Use this under one to add it, colors included. To build your own:

Select New response set (or Start from scratch if you have no sets yet).
Type a Name.
Leave Options mode on Manual.
Select Add option.
Type what inspectors should see in the label box. The code box beside it is filled in for you.
Repeat the last two steps for each option. To remove one, select the × at the end of its row.
Select Create.

The New response set dialog with three options, each with a color and a score — The new response set dialog

Score or color the options

Colors help people spot an answer at a glance, for example green Pass and red Fail. Scores count in templates with scoring turned on.

Select New response set, or select Edit in a set's actions menu.
Select the round swatch at the start of an option's label and pick a color.
Type a number in the option's score box.
Leave the score empty for an option that should count as N/A. When the other options have scores, choosing this one marks the question N/A.
Select Create or Save.

Fill a list from monday.com

A sourced set takes its options from a monday.com board. The list marks it Dynamic, and templates mark it Live. Connect monday.com in Marketplace first.

Select New response set and type a Name.
Under Options mode, select Sourced.
In Provider, choose Monday.com.
Choose your Monday.com connection and the Board.
Under Source from, choose where the options come from:
- Items on this board turns each item into an option. In Label column, pick the column inspectors should see.
- Children of this item turns the items under one item into options. Pick it in Item. To go a level deeper, select Browse children and pick again.
Select Test source to check how many options it finds.
Select Create.

Fill a list from your team or another system

Select New response set and type a Name.
Under Options mode, select Sourced.
In Provider, choose Internal entities to list the people in your organization, or Generic API to read a list from another system's web address. For Generic API, enter the details the system's owner gives you.
Select Test source, then Create.

Use a response set in a template

In the template editor's Build tab, select the Response settings button (the sliders icon) on a Single select or Multi select answer.
Under Options source, select Use a response set.
Choose a set, then check the options shown under it. Stale means the source could not be reached, so you see the last saved copy.

To make a new set without leaving the template, select + New set. The set you create is chosen for this answer straight away.

Change, copy, or delete a set

To find a set, type part of its name or one of its options in the search box.
Open the actions menu at the end of its row.
Select Edit to change it and then Save, Duplicate to make a copy, or Delete and confirm to remove it.

To delete several sets at once, tick their boxes and select Delete in the bar above the list.

Good to know

Creating, changing, and deleting sets needs the Build and edit templates capability. Without it you can still open a set to look at it.
A change to a manual set reaches a template the next time you publish that template.
Deleting a set does not stop templates that use it from publishing. They keep its options. To move an answer off it, choose another set or Define inline.
A set's scores must suit every template that uses it, or that template will not publish: Deduction needs 0 or below with one option at 0, and Points or Section average need 0 or above.
Sourced sets show plain options with no colors or scores.
Inspectors' devices keep the last copy of a sourced set, so it works without a signal. To refresh a monday.com set now, open monday.com in Marketplace, go to the Manage tab, and select Sync now beside the set.
Use a computer. On a phone or a tablet held upright, the page shows only a note.

Templates: add questions, turn on scoring, and publish.
Marketplace: connect monday.com and refresh sourced sets.
Limit what an admin can do: choose who can change response sets.

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