Skip to main content

Hello,

I have a database with 2 tables.

The first one is the list of invoices (Airtable - Grid view), and the second one is for all the invoice lines (https://airtable.com/shr7SIHWwTSG0oM9H).

I want to create a form to add products in the second table. But first I need to create an entry in the first table (the invoice number) before I can add the items (table 2).

I want to make the process simple, and not have 2 forms to fill in. Do you see a solution? The only solution I have found is to make a first form to add an invoice, and in the reply message it links to adding the rows (Form) but it is not very user friendly, and people can get confused.


I don’t know if I have made myself clear,


Thanks in advance to the community


Guillaume

Hi @Guillaume_Soto


These could be a solution:


You can chain Airtable forms together with the redirect url and prefilling the record id of the linked field. However, I generally do not recommend this.


Another option is to really use one form, with placeholders for all the possible line items that are displayed conditionally. Then have an automation script move the data to the proper linked records.

Thank you for your answers.

I would prefer a free solution. For the moment, I dont see an easy and free solution…

At least, I understand my question was not that stupid :winking_face:

You can do this with Fillout.

 

In the gif below, you’ll see how a single form submission creates records in two separate tables. 

 

 

In your case, you’ll be adding an invoice instead of a student, and products instead of guardians. Guardians are linked to a student, the same products are to be linked to an invoice. You’ll also have the option of selecting from existing products, which is handy if you don’t want to create new ones every time you create an invoice.

 

It’s straightforward to set up. Feel free to reference my templates below, and let me know if you need help setting it up.

 

Fillout template: cFillout Template: Create students and guardians from a single form]

Example Airtable base: gExample Airtable base]

 

Bryan

Reply


Terms & Conditions