I have 2 forms that a customer fills out - 1 is info about the company, which populates on the company table. The second is for the employees table and it collects info about each employee that works at the company. I currently have the form set up to collect the company info first, then they click “continue” and it redirects to the employee form. They then have the ability to fill out the employee form as many times as needed. I tried using a pre-filled link for this button to auto fill in the company name on the employee table linking the two, but that does not work. Should I be using an automation? Is there any solution for this that does not include using a 3rd app?
Any ideas for linking the records is greatly appreciated!! Thank you!
Fillout’s free plan will be more than what you need, and it has a direct integration with Airtable. Through one form (parent and child forms), you will be able to create and link together records on the Companies table and Employees table!
As @Mike_AutomaticN said, you will need to use Fillout’s advanced Airtable forms for this, because Fillout will allow you to do all of those things with one unified form.
You can give your users a company form, and within the company form, they can add an unlimited number of linked employees to that form. (You would do this through a linked record field.)
Even better, Fillout offers hundreds of features that Airtable’s native forms don’t offer, including the ability to 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, create new linked records on a form, 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. The 2nd video below is more directly related to what you’re looking to do:
