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I have been working on a few bases an just want a steer on best practice re conditional logic on forms for Interface users.

So for example if I have two record pickers on the form, one is to select Client, then there is one to select a project, I only want to see Projects relating to the client that I have chosen above

It seems that I can’t really do this with a native Airtable form, but I have been able to do it with Fillout forms, which is great for forms being used by external users, such as customers.

My question is how do people provide this functionality to internal interface users?  Do you have to link out to the Fillout form from the interface or can it be embedded within the interface in some way.  I am on a Team plan.

 

Thanks

 

 

Yes, you can do that in interfaces by using Airtable’s linked record fields, and using Airtable’s feature to dynamically filter linked record fields.

However, as you’ve already discovered, this is actually much easier to setup with Fillout, and I typically steer people towards Fillout because it is 100% free and has so many advanced features that Airtable doesn’t offer.

For example, Fillout offers the ability to update Airtable records with a form, create new linked records from a form, perform math on forms, display lookup fields on forms, create multi-page conditional forms, and much more — all at no extra cost! :)

Fillout can even automatically create PDF files from a form submission, as I demonstrate on this Airtable podcast episode:

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

Thanks Scott, I hadn’t realised that I could set Dynamic Filtering at the table level. thats a good help.

James

You’re welcome! Glad I could help!

- ScottWorld, Expert Airtable Consultant

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