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Goal: From a Cases Interface (Kanban + record detail), I want a button that opens an Interface Form (Activities)already prefilled with Case = current record (and optionally Patient = the Case’s linked patient). I also need two shortcuts that open the form with Contrato firmado (tmp) or Tratamiento completado (tmp) already checked.

What I tried:

  1. A button inside the record detail block → action Go to interface page (Activities form).

    • Issue: I don’t see the “Initial values” / “Use record from …” section at all; only Visibility (premium)shows up.

  2. I made sure the button is in the body of the detail, not the header action. Same result: no “Initial values”.

  3. Go to external URL action: in my UI I can only type a fixed URL; I cannot insert field values.

Questions:

  1. How can I enable “Initial values” / “Use record from …” on an Interface button inside a record detail block to pass the current record to an Interface Form?

  2. Are there known limitations when the button sits inside a Group within the record block, or when the destination is an Interface Form page (vs legacy form)?

  3. Is there a supported way to use “Go to external URL” with dynamic field insertion reliably?

  4. What’s the recommended pattern to open an Interface Form from a Cases Kanban/detail with dynamic prefill, without resorting to manual URL prefill?

Context: I’m trying to streamline an Activities intake: the form lives in Interfaces, Activities has a Link to Cases(single), and I also use two temp checkboxes for contract/treatment completion that automations copy back to the Case. Prefill via URL works; the missing piece is getting the button’s initial values in the Interface to behave.

Thanks a lot for any guidance! 🙏

Example base

Try creating a formula field with the prefilled form URL:

'https://airtable.com/appmHlSVgzT7OAwaS/pagLthV9Xx93r2NGs?prefill_Table%201=' & RECORD_ID() & '&prefill_Checkbox%20A=true'

You can then use it in as a button in the record detail or as Button fields:

​@FranciscoCamacho 

There are a few different ways of handling this:

  1. One way to do this would be to create a new field that is a “button” type or a “formula” type. Either one would work for your needs.

    This button/formula would appear on each record, and your formula would equal the form’s URL that you want to go to.

    Just be sure to include the prefilled values in your URL formula.

    To help you build a dynamic prefill URL formula, you can use Kuovonne’s Prefilled Forms extension.
  1. Alternatively, I typically take a different approach with my clients.

    I typically use Fillout’s advanced forms for Airtable, because it gives you 4 different ways to prefill a form — and 3 of those ways don’t even require you to create a complicated prefill URL at all.

    I enjoy using their pre-fetch option, although that is the only option that isn’t 100% free.

    (And Fillout even offers a 5th way to prefill a form — because it allows you to update Airtable records directly with a form, too.)

    I use Fillout because it offers hundreds of advanced form features that Airtable’s native forms don’t offer.

    I show how to use a few of the advanced features of Fillout on these 2 Airtable podcast episodes:
    - Using Fillout to update an existing Airtable record & create an eSignature approval process with PDF file creation.
    - Using Fillout to create an order entry form with line items.

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

Thank you both. I'll try to see if it works.

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