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How to let a non-tech person enter data?

  • July 3, 2024
  • 1 reply
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Hey,

I want to help my father's business and automate it to be more efficient and save him time.

The problem is that he is not technological at all and he gets a bit complicated and I am afraid that he will destroy or enter wrong data (enter empty records or accidentally click on things).

I wanted to ask you how you would deal with it?

I thought maybe creating forms to create customers, a form to edit the details of the customers, etc.

is this a good idea?

I would love to hear from you how you would behave.

Thanks

Best answer by TheTimeSavingCo

Yeah, a really structured, conditional form sounds like your best bet.  I'd use the Interface forms so that I could group input fields together to make them less confusing too

For the updating bit, you could attempt to set up a layout in your Interface; @Sistema_Aotearo has a post on how to do that here.  You could also check out using Fillout.com's update record integration too

1 reply

TheTimeSavingCo
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Yeah, a really structured, conditional form sounds like your best bet.  I'd use the Interface forms so that I could group input fields together to make them less confusing too

For the updating bit, you could attempt to set up a layout in your Interface; @Sistema_Aotearo has a post on how to do that here.  You could also check out using Fillout.com's update record integration too

Adam, Airtable Consultant - thetimesaving.company
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