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How to create a form that adds data to existing records, rather than creating a new record?For further context; in my table, each record is a Client and their contact details are noted. I want to use a form to add their email subscription status (sin...
Unsure of the best approach so I would love some suggestions on this;Background & current process;We book training sessions for clients. We currently create one Airtable record for each session to set different dates for them. Each session (record) i...
Hi there, I'm having issues with formatting when pulling data from Airtable into Formstack Documents (integration via Zapier). Detailed explanation below.The Profile field in Airtable has a large body of text and is formatted with line spacing betwee...
Hi there, I'm essentially trying to set up two overwrite fields in my formula. So if field 1 is blank, then use the data from field 2, but if field 2 is blank, then use data from field 3.I have the formula for one overwrite which works fine (see belo...
I'm trying to set up an automated email to send clients after their first booking with my business. What formula can I use to identify if the record (booking) is the first one for that client (linked record from another table)?I don't want to manuall...
Okay great, thank you. I've also read things about Airtable's 'Create Records (with line item support)'; would that not be suitable for this project either? Was just trying to get my head around that function.
Hi @ScottWorld thanks for your message. Zapier works for us across many different platforms so we aren't looking to change that at this stage. It'd be amazing if this project could be done, but if not, it's not a deal breaker.You mention that Airtabl...
A lot of the time they book multiple at once, so for example, they will book training sessions for the entire year (one a month). We book them all at the same time, but need to process as separate records.Other times clients will just book a one-off ...
