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Hello - I have a table for 'Booked Calls'. New entries come in when a call is scheduled and when the call time is passed an email goes to our client asking for feedback. The feedback is creating a new record and not updating the current records.

 

I've recorded a Loom to add context: https://www.loom.com/share/b24fb5b8f11b4a18a786075e2966d681?sid=7454058e-7874-482e-9696-99a4cbde75c3

 

Looking forward to hearing your support.

Hi @AirtableIsGreat ,

Forms in Airtable always create new records, they never update existing records.

Instead, your best bet for this to use Fillout’s advanced forms for Airtable because it lets you update Airtable records with a form.

Fillout is 100% free, and it offers hundreds of features that Airtable’s native forms don’t offer, including the ability to update Airtable records using a formcreate custom PDF files from a form submissionaccept payments on formspre-fetch dynamic data from an Airtable record, display Airtable lookup fields on forms, create new linked records on a form, add a login page to your form, perform math or other live calculations on your forms, collect signatures on a form, create multi-page forms with conditional paths, connect a single form to dozens of external apps simultaneously, add CAPTCHAs to your form, and much more.

I show how to use a few of the advanced features of Fillout on these 2 Airtable podcast episodes:

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


Ahh yeah, you can't update records with forms directly I'm afraid.  You can use automations to update your forms indirectly though, and Airtable put together a guide on how to do that here: https://support.airtable.com/docs/use-case-update-records-via-a-form


Hi there!

At miniExtensions, we've built a third-party form that offers various flexible options to get more out of Airtable. These options include editing submissions with a unique URL per record:

For your use case, you could use one or two forms, depending on what you want to show the clients when asking for feedback:

  • With one form for booked calls and feedback your clients will be able to add the feedback to the same record; however, they can also see and modify the other fields.
  • With two forms, you can have one for the booked calls without the feedback field, and another one exclusively to add the feedback, where the call fields are read-only or hidden.

You can solve this using Plumsail Forms to create and edit records in Airtable.

You can design either two forms or a single form with dynamic content. If it is one form, you can add a condition to show only the section for providing the feedback when editing the record

Then, send a unique link to the form to the client in an email. This link is tied directly to the original Airtable record, allowing the client to update existing records without creating a new one.