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Connecting Customer Feedback Form to Original Appointment Records

  • March 14, 2025
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I've created a customer appointment confirmation system for our solar installation business and am struggling with a specific issue.

Current Setup:

  • We have an Airtable base with appointment records for our customers
  • We send automated emails with links to an Airtable form for appointment confirmation

Problem:

When customers submit the form, it creates a new record with their feedback instead of updating the original appointment record. This disconnects their response from their appointment data.

What I've Tried:

  • Passing the Record ID as a parameter in the form URL
  • Using "prefill_RecordID" to attempt to link back to the original record

Question:

How can I set up an automation that will:

  1. Capture the form submission
  2. Find the original appointment record using the Record ID passed in the form
  3. Update the original record with the confirmation status
  4. Optionally delete the new record created by the form

I'm looking for step-by-step instructions on setting up this automation correctly, especially the "Find records" step that would properly use the Record ID from the form submission to locate the original record.

Any examples or screenshots of similar setups would be greatly appreciated!

This question clearly explains your setup, the specific problem you're encountering, what you've already tried, and exactly what solution you're looking for. The Airtable community should be able to provide specific guidance based on this information.

 

 

 

Best answer by Milan_Automable

This video walks through this process:

 

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Milan_Automable
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  • March 14, 2025

This video walks through this process: