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Form Within a Form / Permissioning

  • August 7, 2020
  • 2 replies
  • 71 views
N

Hi!

I’m using AirTable as a deal flow management platform for a fund and had two quick questions I was wondering if anyone knew the answer to:

  1. I created a company intake form for potential portfolio companies that works great, except for the “Contacts” part it only allows for us to populate from contacts in the existing Contacts tab or to just write something in. Is there any way for someone to fill out the Contacts part of the form and for it to populate in a different tab than the form is for?

  2. Is there a way to give people just viewing/editing permissions for specific records? For example, if we have people who are part of the deal team for some companies and not for others only letting them see those specific ones.

Hope that makes sense - thanks so much!

2 replies

Justin_Barrett
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Welcome to the community, @Nick_Foster! :grinning_face_with_big_eyes:

No. Forms in Airtable are views, and each view is tied to a specific table. For more robust form behavior, you’ll need to investigate third-party form tools (JotForm, TypeForm, etc.) and integrate them with Airtable. Most integrations happen with the help of tools like Zapier or Integromat, but if you’re not the hands-on type, you might consider the On2Air:Forms tool by @openside, which can connect JotForm to Airtable in very deep and detailed ways.

My understanding of Airtable’s permissions is somewhat basic, but I know that record-level permissions don’t exist. The closest you can get within Airtable itself is probably with a combination of collaborator permissions and personal views. However, there are some third-party tools that can help in that regard. If I remember correctly, Stacker is one that I’ve seen @ScottWorld mention on a few occasions. There may be others, but most of my time is focused on database design, formulas, and scripting, so I’ll leave those suggestions up to Scott and others who spend more time in that space.

ScottWorld
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  • ScottWorld
  • Genius
  • August 16, 2020

2025 Update:

This is not possible with Airtable’s native forms, but you can get this with Fillout’s advanced forms for Airtable.

Fillout offers hundreds of features that Airtable’s native forms don’t offer, including the ability to create new linked records on a form, update Airtable records using a form, display Airtable lookup fields & Airtable rollup fields & Airtable attachments & formulas on forms, control access to a form via SSO or email domains, perform math or other live calculations on your forms, accept payments on 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

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