Customizing Airtable form based on user

Yes, you can use conditional visibility on your form to show or hide certain fields based on other conditions.

And if you upgrade to a Business Plan, you can even show or hide entire groups of fields.

You can learn more about conditional visibility in this Airtable support article.

If you need even more advanced form features, the best way to handle this is to use Fillout’s advanced forms for Airtable.

With Fillout, you can create a login page for your form, which will give you these options:

1. You can restrict the logins by SSO.
2. You can restrict the logins by email domain.
3. You can restrict the logins by password.
4. You can restrict logins based on a pre-approved list of email addresses that you have stored in your Airtable base.
5. You can verify & confirm that the user is typing in a valid email address.
6. You can limit form entries to one entry per person.

After the user logs in using your login page, that will let Fillout know who the user is and what the user’s email address is.

Then, you can use this information to automatically hide & show fields on your form. You can even use this information to do more advanced tricks.

For example, you could use Fillout’s advanced filtering features to filter your linked record fields to only show the user the linked records that they are allowed to see.

And Fillout offers lots of other advanced features for Airtable as well, such as the ability to:

• Update existing Airtable records using a form
• Display Airtable lookup fields & Airtable attachment fields on forms
• Create new linked records on a form
• Create PDF documents from form submissions, and then attach those PDF files to the Airtable record

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

You can use conditional visibility in Airtable forms to control which fields show up based on a user’s input. There’s a helpful article you can check out for more details.

A few things to keep in mind:

• If your form needs to display very different sets of questions depending on the response, you’ll need to include all those fields in one long form.

• You can group fields into sections to keep things organized, but hiding entire sections conditionally is only available on Business and Enterprise plans.

If these limitations are getting in your way or you just want a more flexible setup, Fillout is a great option that works seamlessly with Airtable.

Taha, Airtable Advisor

re: Is there a way to autofill in the dropdown based on the user filling in the form. 

Hm, if you’re trying to change what the user can select from a dropdown, (e.g. User A can select Option 1, User B can select Option 2, Option 3), then your best bet’s going to be using a linked field with conditionals  
 

And the form looks like this based on whether someone’s selected:

If you’re trying to show / hide fields based on which user it is, then the conditional visibility suggestions above should sort you out