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I have a database and I would like that each time a person registers in the form, if he/she already exists in the database, just update his/her information and do not duplicate the contact (the database contains his/her ID number which is unique).

 

Thanks!!

6 replies

Milan_Automable
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  • 38 replies
  • March 14, 2025

In a nutshell: You can create an automation that takes a New Record as a trigger; and then checks if any records exist with the same ID. If yes, the automation can then update the fields of the old records and delete the new one.

Alternatively, you can define a separate table for these form responses, and then use that the same way.

Best, Milan - Automable.AI Free Airtable consultation!-->


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  • March 17, 2025

Hi, to be honest with you my speaking is not good for conversation, I do better with writing but I would like to get some help.


Milan_Automable
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  • March 17, 2025

Did you try the automation I wrote?


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  • March 17, 2025

 

I've got that so far, I don't know what the next step is.


Milan_Automable
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  • March 17, 2025

Ok that looks like a good start!

 

In the Update Record, you can choose the “List of Record IDs” as the Record ID, from the ones you found in Find Record (the [+] sign at the end of the text box), and then you can add the values from the trigger as the field values.

 

Milan


DisraeliGears01
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Perhaps I’m misunderstanding, but wouldn’t this require the person submitting the form to know their ID number and input it in the form for matching purposes (which seems unlikely/unwieldy).

The way I’ve always handled this is using a field in the form for matching purposes that’s fairly unique but required (email address is a good one, you could do First/Last name but you get capitalization and nickname issues). Trigger is “When form is submitted”, first action is “Find records where Form Email = Contact Email”, next action is a conditional “If List is empty, create new record. If list is not empty, update record”


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