Adding linked records in form through master intake form

Sigh yeah I feel your pain

A workaround you can consider is adding links to the other forms within the main form.  And so e.g. you’ll have the linked field to ‘Customers’, and if it doesn’t exist you’ll be able to open the ‘Customers’ form from the ‘Job’ form.  Bit clunky but works fine

It’d look like this and here’s a link to the form and the base

I haven’t been successful in finding out how to add this button. Is it only available through the “Forms” tab, or can I add a button to the modal that pops up when I select “Add Record”?

This serves essentially the same function I suppose. Is there a way to link the newly created record back to the original form?

I haven’t been successful in finding out how to add this button. Is it only available through the “Forms” tab, or can I add a button to the modal that pops up when I select “Add Record”?

We’re able to do both!  In the Forms tab, we toggle on ‘Helper text’ like so:

And in the modal that pops up we can do it like so:

And to make it a link that can be clicked we select the text and then click the link button:

 @SparkSystem 

The most important thing to note is that Fillout is 100% free and is always the #1 best way of handling this.

However, there are 2 other ways to workaround this problem as well, for a total of 3 ways to solve this issue.

Here are the 3 different ways:

1. On the first form, give the user a link to ANOTHER FORM which will allow them to add new records to the linked table. Then, they can come back to the first form to continue their data entry.
    
2. On the first form, in the linked record field, give the user an option to choose from that is called "new record" or something like that. Then, conditionally show additional fields where they can type in the new information. Then, use an automation to add the new record into the appropriate table.
    
3. However, instead of the workarounds above, your #1 best bet is to use Fillout’s advanced forms for Airtable, which already has this functionality natively built into its forms.

Fillout is 100% free and offers hundreds of advanced features that aren’t natively available in Airtable’s native forms, such as the ability to:

• create new linked records on a form
• 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
• customize the style and branding of your form
• customize a theme for your form
• display Airtable lookup fields on forms
• create multi-page forms with conditional paths
• add a login page to your form
• perform math or other live calculations on your forms
• collect signatures 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:

• Using Fillout to add new linked records to a form.
• Using Fillout to update an existing Airtable record & create an eSignature approval process with PDF file creation.

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