Dynamic staff lookup in form when using Monday or Softr Database as data source

Hello everyone,

I’m looking for guidance on a form limitation and wanted to check if there is a supported solution or best practice in Softr.

My setup:

  • I have a Softr app with a form connected to Monday.com as the data source.

  • One of the form fields needs to allow users to select a staff member (search by Name & ID).

  • The staff data comes from my organization’s internal Identity API and cannot be stored in Monday due to security requirements.

  • My organization’s security team allows on-demand API calls for a single staff lookup, but does not allow persisting staff data in Monday boards or anywhere.

The problem:

  • Softr form fields (especially dropdown fields) must be connected to the form’s data source.

  • Since the form is connected to Monday, any dropdown options must come from Monday.

  • This forces staff data to be stored in Monday, which is not allowed.

  • Using a second data source (e.g., REST API) for just one field in the same form does not seem to be supported.

My questions:

  1. Is there any supported way in Softr to:

    • Populate a form field dynamically from an external API without storing that data in Monday, while the rest of the form is still connected to Monday?
  2. Would using the Softr Database instead of Monday change this limitation?

    • For example, can a form connected to the Softr Database pull dropdown options from an external API or custom action without persisting the external data?
  3. Is there any recommended Softr-native workaround (custom actions, automations, hidden fields, REST API data source, etc.) for this type of security-restricted lookup use case?

I want to stay fully within Softr’s supported features and avoid custom hacks if possible, but I also need to comply with strict data security constraints.

Any guidance, documentation, or confirmation of current limitations would be very helpful.