Interface Record button: Copy link AND launch Form linked to another table?

Question

I have a set of Businesses on Table A and a Form that will create a new User for Table B. I want a User to search through the Businesses using an Interface, click on a button from a specific Business record, and then be able to fill out a form that will create a new User record on Table B that is linked to a Business on Table A. (Does that makes sense?)

Is there a way to do this in one step? I see where I can "Go to external URL" to launch the New User form, but is there a way to simultaneously copy the Business record information as I launch the new User form? Is there a better way to think about this?

Automations make the most sense because I can only select one button Action, but is there a way to launch a Form via Automations?

Sistema_Aotearo · Accepted Answer

This might be a bit of a convaluted solution:

Try a "Prefilled" form. This works with messing with the URL address of the form. There are also extensions to help with this. Here's an article to show you how to do this:

https://support.airtable.com/docs/prefilling-a-form-via-encoded-url

In your Business Table, have a formula field that creates this "Prefilled" form. Prefill them form to link the business. Or however you want it configured.

Now on the interface, have the "Go to a URL in record" button instead of an external URL button. Select the recently made formula that takes the user to the prefilled record.

Let me know if this works 🙂

PedroCerrano · Answer

This might be a bit of a convaluted solution:

Try a "Prefilled" form. This works with messing with the URL address of the form. There are also extensions to help with this. Here's an article to show you how to do this:

https://support.airtable.com/docs/prefilling-a-form-via-encoded-url

In your Business Table, have a formula field that creates this "Prefilled" form. Prefill them form to link the business. Or however you want it configured.

Now on the interface, have the "Go to a URL in record" button instead of an external URL button. Select the recently made formula that takes the user to the prefilled record.

Let me know if this works 🙂

Holy Smokes, it works! It took some "deep tissue massaging," but I got the data to appear dynamically. I welcome feedback on whether you think this is a suitable configuration...

I created a Prefill Formula field on the Business Table that included the four fields I wanted to show up on the User Form, and then I went to the User Table where I recreated those same four fields, leaving them empty.

On my Business Table Interface where Users will search available Businesses, I configured a button Action to "Go to URL in record" and then directed the Data to the appropriate Prefill Formula field.

Lastly on my User Form Sign-Up, I added the corresponding fields (setting Field Permissions to "View-only"), and everything shows up!

Haven't tested how the data will translate to the User record, but that "should be" an easy fix, through likely a script, an automation, or a combo of both.

Thanks for your help!!!

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