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Hi there,

I work at a chain of veterinary clinics and I'm looking to create a process for medical records upload.

1) I have a grid created "Medical Record Workflow"

2) Connected to the "Medical Record Workflow" grid I have a form that contains the following data points:

  • Client Name (Short Text)
  • Patient Name (Short Text)
  • Medical Records (Attachments)
  • Any other helpful information (Long Text)

3) We have an automation that whenever a Checkbox field is checked it sends an email to the other veterinary clinic that we're try to gather information from 

In that message I'd like to create a pre filled form what the other Vet opens up and uploads medical records to. 

The problem I'm dealing with is when the form is submitted it's creating a duplicate row. Is there a way to prefill a form that updates the existing row?

Additionally, I've created an automation that auto sends an email containing the pre-filled URL. Is there a way that I can avoid the url break line when it sends

 


@ethang 

For help with your prefill link, check out @kuovonne’s Prefilled Forms extension.

However, using a prefilled link is not the best way to solve this problem, because:
(1) it requires you to constantly send the newest prefilled link to your users or else they will see outdated information on their forms, and
(2) there is no easy nor reliable way to merge the new form data with the old record data without resorting to JavaScripting or Make.

Instead of going through all of that, the quickest & simplest & best way to do this is by using Fillout’s advanced forms for Airtable.

Fillout is 100% free, and it offers hundreds of features that Airtable’s native forms don’t offer, including the ability to update Airtable records using a form, display Airtable lookup fields on forms, control access to a form via SSO or email domains, perform math or other live calculations on your forms, accept payments on forms, collect signatures on a form, create multi-page forms with conditional paths, create new linked records on a form, and much more.

In your case, as soon as they fill out a “new record form” for the first time, their new record will be created in Airtable, and you will send them an automated email that gives them a special URL. This special URL never changes, and it will enable them to update their record in Airtable by using a Fillout “update form”.

You can see how to set this up in my video below, which also shows off many other advanced techniques using Fillout:

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

 


Airtable has a guide for updating records via form submissions that you can find here.  Using this method still leaves you with a record created via that form submission I'm afraid, but it'll update the approriate row for you at least

For the issue you're facing with the link breaking, try updating your message so that it sends like this instead:

 

[TEXT_TO_DISPLAY](URL)

 


For example:

 

[Test](https://airtable.com/shrtCL4BREtrbqpLE?prefill_Name=Test&prefill_Notes=Notes)

 

And this will send the email like this:


Airtable has a guide for updating records via form submissions that you can find here.  Using this method still leaves you with a record created via that form submission I'm afraid, but it'll update the approriate row for you at least

For the issue you're facing with the link breaking, try updating your message so that it sends like this instead:

 

[TEXT_TO_DISPLAY](URL)

 


For example:

 

[Test](https://airtable.com/shrtCL4BREtrbqpLE?prefill_Name=Test&prefill_Notes=Notes)

 

And this will send the email like this:


Thanks Adam, I'll give the record updater a look. I could always just filter out of the workflow based on some sort of criteria.

Ahh yes, hyperlink is perfect, thanks!


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