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Hi Airtable Community....

I'm new to Airtable so please bare with me.

I have a Softr application, in demo state - Where a user (logging in on their backend portal) can log in and upload some content...
I also have a form that is public facing for clients to fill out...

I am okay with the user table capturing the user's: name, password, email, magiclink, attachments.
I also okay with the client table capturing the client's: first name, last name, phone, email, organization.

I want to preface - that I want to use these two tables for multiple users who will have their own custom built application as well as anyone who fills out the form specific on the user's application...

Here is the issue/problem:
1. How do I link a client who fills out the form for a specific user and then automatically get the attachments (via airtable email automation)?

2. Can I use the same two tables for multiple users? Say I have 100 unique users - I don't want to waste 200 tables, where the user table will only have one entry.

here is an example of tables I want to use:

So Sarah visits aha online application - When Sarah fills out the form on AHA's web app, I want her to get an automated email with the attachments AHA uploaded. Not Nicole's. And vice versa if Sarah visits Nicole's web app.

I hope I'm making sense. I know it's possible, but I need some direction.

Thanks,

 

DesertLotus

1. How do I link a client who fills out the form for a specific user and then automatically get the attachments (via airtable email automation)?

Hmm, what unique data links Sarah's record to AHA's record and not to Nicole's record?  You'd use that data to find the AHA record and send those attachments

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2. Can I use the same two tables for multiple users? Say I have 100 unique users - I don't want to waste 200 tables, where the user table will only have one entry.

Should be fine, yeap!

 

Hey @Desert1211 

we can create a structured automation in Airtable that links clients to the correct user and ensures they receive the right attachments.

We'll add a unique identifier for each user and their respective form submissions. When a client fills out a form, we can capture the referring user's identifie. This ensures that the client entry is linked to the correct user.

Using Airtable’s automation, we can set up a trigger when a new client entry is added. The automation will fetch the correct attachments from the associated user’s record and send them via email using Airtable’s built-in email functionality.

Instead of creating separate tables for each user, we use a single Users table and a Clients table, with a relational link between them. This allows multiple users to have their own clients while maintaining data efficiency.

Okay I solved this issue using a URL parameter field in Softr and Linking tables in Airtable.  

Now my client-table has the: name associated to the attachments, their email, and their attachments.

 

Thanks!

1. How do I link a client who fills out the form for a specific user and then automatically get the attachments (via airtable email automation)?

Hmm, what unique data links Sarah's record to AHA's record and not to Nicole's record?  You'd use that data to find the AHA record and send those attachments

---

2. Can I use the same two tables for multiple users? Say I have 100 unique users - I don't want to waste 200 tables, where the user table will only have one entry.

Should be fine, yeap!


I figured it out, please see my response below

 

DL

 

Hey @Desert1211 

we can create a structured automation in Airtable that links clients to the correct user and ensures they receive the right attachments.

We'll add a unique identifier for each user and their respective form submissions. When a client fills out a form, we can capture the referring user's identifie. This ensures that the client entry is linked to the correct user.

Using Airtable’s automation, we can set up a trigger when a new client entry is added. The automation will fetch the correct attachments from the associated user’s record and send them via email using Airtable’s built-in email functionality.

Instead of creating separate tables for each user, we use a single Users table and a Clients table, with a relational link between them. This allows multiple users to have their own clients while maintaining data efficiency.


Okay, thanks - Can you tell me how to do it?

 

DL

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