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 I have generated a form from a base that is working fine. When it’s submitted it allocates the user a member number. The Base is I denticle but depending on the agent it generates a unique number so there are 3 bases, Plus the master base (As I call it) When the form is submitted it automatically generates an email that sends the member number to the person generating the form. This works perfectly thanks to the support received in this forum.

What I now need to do is generate an order form. I have done the form but can't work out the automation. Once the first form is completed and the email is sent, I need to send a Second email form unique that has the persons membership number and Name. They then have to fill out information specific to the order and make a payment. They then submit the form which I want to automatically fill in the blanks in the base. Once completed the form emails the manufacturing department the information for them to manufacture from. I need some guidance of where to start this automation and possibly the steps to follow

 

If you’re using Fillout’s advanced Airtable forms to do this, I show how to do something NEARLY IDENTICAL to that in this video:

And unlike Airtable’s forms, Fillout lets you create new linked records on a form, which is useful for an order form. I show how to create an order form on this video:

Fillout also allows you to accept payments on your forms as well, so that would be helpful for you too.

Hope this helps!

If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

 

Hmm, what kind of information do they need to fill in for the Order?  

Assuming you need Order records to be created, you can try creating a prefilled form link for the Orders form, and you could send it out as part of the initial email to the member, and you could do this easily with the prefilled form extension: https://airtable.com/marketplace/blkqHRSUYR2ooQyLE/prefilled-forms

And so if your tables looked like this:

Then the form link would look like this:

https://airtable.com/appUQy87EbShxSH76/pagm3X8B5ZFKA1Wv5/form?prefill_Member%20Number=1&prefill_Member%20Name=Jerry

And you’d make the link look nice in your email with markdown:

Opening the link above will give you this:


And as you can see the ‘Member Number’ and ‘Member Name’ fields are already prefilled.  Once the user fills in the ‘Quantity’ (and all the other fields needed), it’ll create a new Order record for you with all those details, and you’d then have another automation that would trigger when the Order form was submitted to email the manufacturing department

 

All this information is super good and informative. Just for my understanding if I do an automation when a record is updated would that not be one way to go or If I include everything in the first form and do 2 automations one that is the order via email with extracted information as this form is once off order and completion

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