Using a form to update multiple tables for an order tracker/invoice generator

Perhaps try using an Interface for this instead?

Link to base

Thank you so much! this was very helpful.

I added an automation so that once the invoice is created (date picked/number assigned) it populates the invoice number in my line items table. I have one other question. I want to create a filter or view where it only shows the line items associated with the current invoice #. I don't want to see all of the line items in the line items table, just line items for the new invoice I am entering. Do you know how I can achieve this? I know I can choose the invoice number from the drop down, but I want it to be the default view that only the current invoice is displayed so I can easily add multiple line items.

Thanks again!!

Hmm, I'm confused, sorry.  In my head the Interface would be set up as:
1. Record Picker for "Orders"
2. Record Picker for "Invoice #", linked to "Orders" Record Picker Element from step 1
3. Grid element for "Line Items", linked to "Invoice #" Record Picker Element from step 2

And so the filter you're asking about should automatically be applied

​@Jan123 

If you want to do this in Airtable, you can setup all of this with Airtable’s interfaces… but you will need to pay a monthly fee for your customers by using Airtable’s portals feature, so it’s not ideal.

Instead, the best way to do all of this is to do what you originally wanted to do — which is to setup all of this with a form.

Airtable’s forms can’t handle this, but you can do this with Fillout’s advanced forms for Airtable.

Please see my 2nd video below for details on how to set this up.

Fillout is 100% free, and it offers hundreds of features that Airtable’s native forms don’t offer, including the ability to update Airtable records using a form, create custom PDF files from a form submission, accept payments on forms, pre-fetch dynamic data from an Airtable record, display Airtable lookup fields on forms, create new linked records on a form, add a login page to your form, perform math or other live calculations on your forms, collect signatures on a form, create multi-page forms with conditional paths, 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:

• Using Fillout to 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

Whenever in the need of pushing data from a form to multiple tables, I would highly suggest you follow Scott’s advice above and use Fillout :D In this post I wrote some of the big differences between Airtable native forms and Fillout forms.

I’d really love to see AT leveling up their game when it comes to form. My biggest wish. For any feature reader, PLEASE submit this as a feature request using this form.

In the meantime:

 

Mike, Consultant @ Automatic Nation