Prefill Form Button Formula 👇 CONCATENATE('YOURFORMURL.com','?prefill_YOURFIELD#1=',YOURFIELD#1,'&prefill_YOURFIELD#2=',YOURFIELD#2,'&prefill_Original%20Record%20ID=',RECORD_ID(),'&hide_Original%20Record%20ID=true')
Thank you for this but I got an issue: Whenever I fill out a test form, the automation creates a new record instead of modifying the existing one (and at the same time, keeps the old one). What should I do?
That's amazing. Could that Button send an email including the form (cause the person won't be a Airtable user, and doesn't need to see the table, just to update a record) ? or is it only possible to do so with a share view of Airtable ?
You can populate a concatenate formula with any fields/conditions that you like. However, you cannot highlight specific fields in Airtable. When you apply color in Airtable it applies to an entire record.
This is so helpful for a new project I'm starting! Thanks so much. Question, is there an automation to create a new view with all the filters when a new customer is added?
Thanks for sharing Gareth! The issue I've got with forms up until now is that I want to update related data from other tables in that one form. Do you see this as a work around? Still trying to wrap my head around it
Good job! I have one question. Is there any way to share a single record for each customer? So each customer can update one record only. Please let me know, thanks!
Sure! Instead of sharing a view like we do in this video, you can email the individual links created to your clients, one by one. I'd recommend doing this with an automation. 🎉
@@GarethPronovost Great thanks! Yeah, actually, I know it. I have create a form with generating a unique url for each customer using formula, so it's good now. The fields on this form will be filled out based on prefill_ parameters. In this case, I want to use prefilled_ fields in the automation workflow, so when they submit a form, automation workflow will update an existing record based on record id. Of course, the url I generated contains a record id. I know automation, but I can't find any solution of how to use prefill_ paramters in automation workflow. Are you able to have a call with me? I can show you exactly what I want to do via zoom screen sharing. Please let me know, thanks!
That's right, although you can build a second form/button solution that uses a similar workflow for new additions. Creating a new record is simpler, since this is the native function of the form (you won't need an additional table/automation)
I love what this presenter does, but I couldn't recreate the steps he shows in this video. Presentation was rapid style and I think he forgets to share some important steps.
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Prefill Form Button Formula 👇
CONCATENATE('YOURFORMURL.com','?prefill_YOURFIELD#1=',YOURFIELD#1,'&prefill_YOURFIELD#2=',YOURFIELD#2,'&prefill_Original%20Record%20ID=',RECORD_ID(),'&hide_Original%20Record%20ID=true')
Thank you for this but I got an issue: Whenever I fill out a test form, the automation creates a new record instead of modifying the existing one (and at the same time, keeps the old one). What should I do?
Incredibly good stuff - we are a small company, so this is perfect, no need to pay for third party features. Thanks 🙂
Really happy to help 🤝
This automation will simplify my life SO much. Thanks 👌🏾👍🏾
That's 100% what we are here for! 🙌
That's great. Thanks for your sharing, Gap. 👌👌👌
That's amazing. Could that Button send an email including the form (cause the person won't be a Airtable user, and doesn't need to see the table, just to update a record) ? or is it only possible to do so with a share view of Airtable ?
Sure! You can send the button in email, text, etc. Anywhere you can share a URL
video starts at 2:22
Do you have advice on better external alternatives ? I already identified MiniExtension but still not sure about its efficiency 🙏
I'm a huge fan of Fillout - they have the perfect tool for updating records and more through advanced forms
Nice video. Is it possible to populate the concatenate url formula with say the cells which are highlighted / with a particular color in airtable
You can populate a concatenate formula with any fields/conditions that you like. However, you cannot highlight specific fields in Airtable. When you apply color in Airtable it applies to an entire record.
Nice one. Thanks
Happy to help 🤗
This is so helpful for a new project I'm starting! Thanks so much.
Question, is there an automation to create a new view with all the filters when a new customer is added?
Glad this is helpful! Unfortunately you can't create a view using automation, it has to be done manually.
@@GarethPronovost could create a view with zapier?
@@AmandaPentonOf Unfortunately you can't create a view via automation 😢
Thanks for sharing Gareth! The issue I've got with forms up until now is that I want to update related data from other tables in that one form. Do you see this as a work around? Still trying to wrap my head around it
I'm not certain that I understand your use case, but I do suspect this may help. 💪
Is there any way to prefill the attachment field with an image?
I haven't ever seen this done with an attachment field, sorry!
Good job!
I have one question.
Is there any way to share a single record for each customer? So each customer can update one record only.
Please let me know, thanks!
Sure! Instead of sharing a view like we do in this video, you can email the individual links created to your clients, one by one. I'd recommend doing this with an automation. 🎉
@@GarethPronovost
Great thanks!
Yeah, actually, I know it. I have create a form with generating a unique url for each customer using formula, so it's good now.
The fields on this form will be filled out based on prefill_ parameters.
In this case, I want to use prefilled_ fields in the automation workflow, so when they submit a form, automation workflow will update an existing record based on record id. Of course, the url I generated contains a record id.
I know automation, but I can't find any solution of how to use prefill_ paramters in automation workflow.
Are you able to have a call with me?
I can show you exactly what I want to do via zoom screen sharing.
Please let me know, thanks!
@@longsuabc we have a team of consultants who you can book time with from our website! 💪
This is a really great workaround for editing existing records, but I don't see a way a customer could add a new line to their order, is that correct?
That's right, although you can build a second form/button solution that uses a similar workflow for new additions. Creating a new record is simpler, since this is the native function of the form (you won't need an additional table/automation)
airtable should just let them be editable!
Maybe one day? 🤷♂️
I think now is not possible because "Sorry, there was a problem saving this field. Can’t save field because it causes a circular reference"
I love what this presenter does, but I couldn't recreate the steps he shows in this video. Presentation was rapid style and I think he forgets to share some important steps.