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Is there is way in airtable filling the form by quarter and once it is submitted it should create multiple record as per the quarter.

There are many ways of implementing quarter years in Airtable (here’s a whole support article on implementing fiscal year quarters), and you can use automations to create additional records. We’d need a bit more information about what you’re wanting to do to provide more specific help tho.


Currently we have workspace and we are getting data through Airtable form and once the form is submitted the data will publish in below formate. 

But Once form is submmitted I need data to be publish in below formate. Please assist me how to get data in below formate once form is submmitted 

 

 


Hey ​@Zabee Pasha,

Your form is currently mapping values to fields. To achieve this you will probably want to have multiple RECORDS created (rather than fields filled) for each submission. To such effect, I would suggest you take a look into Fillout forms as it will allow you to create multiple records directly in Airtable.

Structure of tables would probably be:
Form Submissions
FCST from Form Submissions
Quarters

One Form Submission record would be linked to multiple FCST from Form Submissions records.
You can have an automation to link the actual quarter accordingly for reporting purposes if needed.

Feel free to grab a slot using this link if you need any help setting this up. I’d be happy to help.

Mike, Consultant @ Automatic Nation


Hi ​@Mike_AutomaticN , Thanks for your response and assistance, but we cannot use 3rd part tool Fillout forms. I need solution within Airtable.  


Hey ​@Zabee Pasha,

Any chance you can have the end user submit the form multiple times, but creating one expense record at a time. If they have 3 expenses for Q1 and 4 expenses for Q1, that would mean they should submit 7 times the form. For each submission they would select the quarter (linked record). Now at a Quarter level, you can rollup total of expenses (please check this article for more info on Airtable rollup fields).

I might be missing something about your use case, so feel free to provide more context.

Mike, Consultant @ Automatic Nation
 


I'm assuming you're looking to submit data for all quarters at once. If that's not the case, feel free to clarify.

To set this up, start by creating a table called "Submissions" with fields like "Expense Name (Q1)", "FCST (Q1)", "Expense Name (Q2)", "FCST (Q2)", and so on.

Use these fields to build a form that collects all quarterly data in a single submission. When someone fills out the form, it creates one record in the "Submissions" table.

From there, set up an automation that triggers whenever a new record is added. This automation will extract the quarterly data from that single submission and create separate records in your main table, with each record representing one quarter’s expense.

You can check out this article for more details.

Taha, Airtable Advisor

 


Hi
You can use automation to reach your goal
Currency field can’t hold several multiple values, so you should add text field for that (hidden, if you want). Then add form to enter Title and values, add script step and use script output to populate
loop with 4 create Create record steps

script can be ‘more simple’, 2-3 lines, but in my experience, there is always a place for human error. So it would be good to check that exactly 4 values entered. 
That’s script steps
 


 


Don’t forget to fill left part variables: values. ID
Code text to paste
 

let {values,ID}=input.config()
let quarters='Q1,Q2,Q3,Q4'.split(',')
let result=values.split(',').map(Number)

let Q_V=result.length==4? quarters.map(q=>({quarter:q,value:result.shift()}))
:i{quarter:`Entered ${result.length} values:l${values}], must be 4`,value:0}]

output.set('Quarter, Value',Q_V)

//delete record
await base.getTable('Test').deleteRecordAsync(ID)

You can omit delete record if needed. Or change quarters format.


 

 


(accidentally post this and cannot remove, just edit. please remove it)