Connecting Multiple monday.com Boards to the Same Service Desk Portal

Hipporello Service Desk lets you connect more than one monday.com board to the same Service Desk User Portal. Different request types can then land on different boards while your users keep a single portal address.

Follow the steps below to connect and configure your boards.

Step 1: View Connected Boards

1. Go to admin.hipporello.com

2. From the left menu, open Connected Boards.

This page lists all monday.com boards connected to your service desk. Each row shows the board name, its status, an Open Monday Board link and an Actions menu.

Step 2: Connect a New Board

1. Click the Connect New button.

2. In the Select Board dropdown, pick the monday.com board you want to connect. Boards are grouped by workspace and you can search by name. If a board you just created is missing, use the refresh icon next to the field to reload the list.

3. Click Add.

Boards marked Already connected are part of this service desk already, and boards marked Already connected to another portal belong to a different Hipporello portal. Neither can be selected.

After you click Add, the board appears in the Connected Boards list, which confirms the link.

Step 3: Route Form Submissions to the New Board

To send new submissions to the newly connected board, create a form for that board.

Important: You select the board while creating the form, so pick the right one at that point.

To configure routing:

1. Create a new form.

2. During form setup, choose where items should be created. Depending on the form template, you pick either the board or one of its groups (groups are listed under their board). Only boards connected to your service desk are listed.

3. Open Submit Actions and check that Group Name is the group where new items should land.

Each submission made through this form creates a new item in the selected board and group. For the full form setup, see How to Collect Requests Through Forms in monday.com.

Step 4: Publish the Form

When the form setup is complete:

1. Review the form and make any changes you need.

2. Click Publish to make the form live.

From that point, every new submission of this form creates an item on the new board.

Step 5: Verify the Board Connection

To check where a form sends its submissions, open Forms in the admin panel. Each form shows the name of its board, and the same board name appears at the top of the form editor. The group is under Submit Actions.

Managing a Connected Board

The Actions menu next to each board on the Connected Boards page has these options:

• Synchronize with Monday: re-syncs the board's data in Hipporello with monday.com.

• Automation User: shows the user on whose behalf Hipporello acts on the board and lets you change it. See How to Change the Automation User in monday.com.

• Disconnect: removes the board from the service desk. It is available when more than one board is connected, and Hipporello asks you to confirm first. Once a board is disconnected, the forms and automations linked to it stop working.