Hello!
I’m setting up a form where respondents would include their email address. I’d like to set up an automation that would use that email address to select a linked field based on the email addresses matching.
Possible?
Thanks!
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Sure, you can do this before or after the form is submitted.
To do it before the form is submitted:
You’ll need to use Fillout’s advanced forms for Airtable and create a login page for your form. Then, after the user logs into the form, you can automatically default their email address into a linked record field on your form. Then, when the form is submitted, everything will already be tied together in Airtable.
To do it after the form is submitted:
If your linked record field in Airtable displays email addresses, then you could just use the email address on the form in an Airtable automation to “Update the Record” to update the submitted record’s linked record field with the email address that they typed into the form.
Hope this helps!
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If your linked record field displays email addresses, then you could just use the “Update Record” action to update the submitted record’s linked record field with the email address that they typed into the form.
The primary field on the linked field is the person’s actual name, not the email address.
I see how that works if the email is the primary field in the linked table, but is it possible to make it happen without it being the primary? Thanks.
The primary field on the linked field is the person’s actual name, not the email address.
I see how that works if the email is the primary field in the linked table, but is it possible to make it happen without it being the primary? Thanks.
Yes, at the time when this was written, Airtable’s Automations didn’t include a “find records” action, but now they do. So you can use a “find records” step to find the record you’re looking for.
However, for more powerful automations, I always recommend using Make’s advanced automations for Airtable.
Unfortunately, Airtable isn’t powerful enough nor smart enough to handle that sort of a situation reliably. You’d typically need to write your own JavaScript code or use a no-code external automation tool like Integromat, which doesn’t require any coding.
The only thing that Airtable can handle is performing a “Find Records” action to search for the email address in your linked table, and then updating the found record after that. However, Airtable is not smart enough to know how to handle a situation where it finds NO matching records or MORE THAN ONE matching record. In both of those cases, Airtable would halt the automation with error messages.
Awesome, thanks for your help!
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