Need help setting up first form!

Question

Hi,

This is my first time using Airtable, started just today.

I’ve been trying to find an answer but have so far been unsuccessful.

Is it possible to create a multi step/section/tab form?

What I mean is - I have 5 topics (as shown below), a user can navigate to the next section only if s/he completes the previous section/tab. Each section/tab has a set of different types of questions, along with a next/previous buttons.

Profile
Customer Service
Brand Awareness
Product/Service Quality
Gift!

Can I design the placement of fields?

At the moment, everything is vertical - 6 rows, 1 column (couldn’t post image). I’d actually like 3 rows and 2 columns.

Thank you so much!  :slightly_smiling_face:

JonathanBowen · Accepted Answer

Hi @Rohan_Ganachari Rohan_Ganachari:Is it possible to create a multi step/section/tab form?No - but you can link from one completed form to another (requires a paid AT plan), so you can get a multi-step process this way:5 linked forms imply 5 AT tables, so the trick here is linking the different submissions to a single entity. This process is easier if you use a 3rd party form solution - Typeform or Jotform (with Zapier in the middle). Have a read of these posts covering similar topics:              How do I merge submissions from multiple forms? Views        Hi @Maggie_Ratnayake - this can be done, the trick is NOT to use Airtable forms. Here’s how I would set up the base: Each form submits to own tableThere is a link field which links the data in each tableSo in a simple 2-form example, I want the data to end up like this: Form 1:  [03] Form 2:  [11] Because Form 2 has the email address of the submitter, it can be a link field to Form 1. Back in Form 1, you can lookup the Form 2 answers and so merge your form data into a single table:  […                Automating approval logic Integrations        Hi @Andrew_Poon - you could definitely implement a workflow with Airtable, Zapier and Typeform. Let’s say your table is something like this:  [com_tblp6G0rSE3OBoDwG_viwjglxdBBB9HG1yy_blocks%3Dhide(1440)%20(1)] The fields to have in this record are: The record IDthe attachmentthe client’s emaila checkbox to initiate sending to the clientA Typeform URL that includes the record IDA checkbox to indicate client approvalA notes field to get feedback from the clientThe process would work l…   Rohan_Ganachari:Can I design the placement of fields?Unfortunately not (with AT forms, at least), other show/hide or vertical order.JB

Mehul_Bhandari · Answer

Hi @Rohan_Ganachari Rohan_Ganachari:Is it possible to create a multi step/section/tab form?No - but you can link from one completed form to another (requires a paid AT plan), so you can get a multi-step process this way:5 linked forms imply 5 AT tables, so the trick here is linking the different submissions to a single entity. This process is easier if you use a 3rd party form solution - Typeform or Jotform (with Zapier in the middle). Have a read of these posts covering similar topics:              How do I merge submissions from multiple forms? Views        Hi @Maggie_Ratnayake - this can be done, the trick is NOT to use Airtable forms. Here’s how I would set up the base: Each form submits to own tableThere is a link field which links the data in each tableSo in a simple 2-form example, I want the data to end up like this: Form 1:  [03] Form 2:  [11] Because Form 2 has the email address of the submitter, it can be a link field to Form 1. Back in Form 1, you can lookup the Form 2 answers and so merge your form data into a single table:  […                Automating approval logic Integrations        Hi @Andrew_Poon - you could definitely implement a workflow with Airtable, Zapier and Typeform. Let’s say your table is something like this:  [com_tblp6G0rSE3OBoDwG_viwjglxdBBB9HG1yy_blocks%3Dhide(1440)%20(1)] The fields to have in this record are: The record IDthe attachmentthe client’s emaila checkbox to initiate sending to the clientA Typeform URL that includes the record IDA checkbox to indicate client approvalA notes field to get feedback from the clientThe process would work l…   Rohan_Ganachari:Can I design the placement of fields?Unfortunately not (with AT forms, at least), other show/hide or vertical order.JBTry Jot Forms to add flexibility and logic - during data entry and data dissemination to multiple tables/bases etc.

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