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Use button to pre fill a linked record field on a form with the same record ID as the button pressed

  • November 19, 2021
  • 2 replies
  • 36 views
D
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Hello.

I have two tables - Orders and Shipments.

Orders are pre populated using an integration with Hubspot.

Shipments are created manually using a ‘Create Shipment’ form on the Shipments table.

I want to assign Shipments to Orders by clicking on a button in the record of the ‘Order’ named something like ‘Add Shipment’.

This should then open a URL for the ‘Create Shipment’ form on the Shipments table. Ideally here though I want to pre fill the Order Number of the record that I clicked the button on.

I have created a linked record field in the Shipments table which links to the Orders table.

I have then appended the following to the URL for the button: “prefill_Order Number={RECORD_ID}”

The linked record displays and I can choose the order number manually but it doesn’t pre fill.

Can you let me know where I’m going wrong if possible?

Thanks!
Dan

Best answer by ScottWorld

I would check out @kuovonne’s Prefilled Forms extension, which guides you through the process of creating a prefill URL

By the way, if you’d like even more advanced control over your prefilled URLs, you may want to check out 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 & Airtable rollup fields & Airtable attachments, control SSO access to forms, 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, connect a single form to dozens of external apps simultaneously, add CAPTCHAs to your form, and much more.

I show how to use a few of the advanced features of Fillout on these 2 Airtable podcast episodes:

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

    2 replies

    ScottWorld
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    • ScottWorld
    • Genius
    • Answer
    • November 19, 2021

    I would check out @kuovonne’s Prefilled Forms extension, which guides you through the process of creating a prefill URL

    By the way, if you’d like even more advanced control over your prefilled URLs, you may want to check out 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 & Airtable rollup fields & Airtable attachments, control SSO access to forms, 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, connect a single form to dozens of external apps simultaneously, add CAPTCHAs to your form, and much more.

    I show how to use a few of the advanced features of Fillout on these 2 Airtable podcast episodes:

    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

    D
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    • Daniel_Hamer
    • Author
    • New Participant
    • November 19, 2021

    I would check out @kuovonne’s Prefilled Forms app, which guides you through the process of creating a prefill URL:


    Thank you this has sorted it for me!

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