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Hello,


We have an Airtable base set up to receive information from JotForm. The form will collect emails from every submission; sometimes the submission is missing components to make it a complete application.


We would like to notify this customer, with the incomplete application, what is missing by sending them an email copy of their record. If we right-click and select ‘Send Record’, the way bottom part of the message has a ‘View in Airtable’ link. We can not send these to the customers because they will try to request access to our workspace.


Is there a reliable way to send a single record to a customer without having this link embedded? The SendGrid app only appears to be able to send to whole columns, and it just seems tedious to single out a record, enter it into a view, and send the email that way.

Welcome to the community, @Alex_Kim!

You have many different ways of handling this. Here are a few different methods:

  1. You can prevent a form submission from being submitted unless they have filled out all the proper criteria.
     
  2. For even more advanced form options, I would highly recommend looking at 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. So you could even send your users back to their original form submission to update anything that was missing.

    Fillout also gives you the ability to create custom PDF files from form submissions, display Airtable lookup fields on forms, create new linked records on a form, 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, and much more.

    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.
     

  3. You can use Airtable’s automations feature to automatically send an email to someone whenever a record meets the criteria that you specify. You can learn more about Airtable’s automations in these support articles.
     
  4. For even more advanced automations, you can turn to Make’s advanced automations & integrations for Airtable.

    If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable.

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

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