Add new linked record when entering data in a form


#21

+1 12345678910111213


#22

+1 Only having the option to choose from existing records is a let down.


#23

Any update on whether this may be coming as a feature? I’m still building my first base and this would be incredibly helpful.


#24

+1 Only having the option to choose from existing records is a let down.


#25

+1 Could really use this feature!


#26

Having looked at Cognito Forms and the solution offered, it’s not going to solve my issue unfortunately.

I have a library of sheet music, and when a new arrangement is added, I want to be able to select the arranger from a large list of arrangers (stored separately in a different table).

However, if the arranger hasn’t already been entered into the linked table, then there is no facility to add them in - see screenshot A:

Using Cognito won’t work because:
a. It only runs on form submission, not during entry
b. It doesn’t first pull in existing records from the linked table in Airtable, so there’s no way to search through the existing records before choosing to add a new one.

In grid view, there is no problem with adding a new linked record (see screenshot B), but then you have the issue of a very unfriendly GUI:

Here’s a post for the same request, where Airtable said they are looking at forms - would be worthwhile adding your voice to this post as they are watching it…
https://community.airtable.com/t/adding-an-option-on-a-form-when-the-field-linked-to-another-record/11056


#27

+1 for this feature in Airtable. Been over a year now. Is this coming?


#28

One of my fields is linked to another record in the same base. In the form view, is there a way that someone can add a new record, instead of selecting one that already exists? I see this capability for normal fields, but it doesn’t appear when the field is linked to another record.


#29

Hi Justine! Currently it’s only possible to select a record that already exists in shared forms, not to add a new linked record.

We plan on making feature improvements to form view in the coming months. If you can tell us more about how you’d like to use forms, that would be helpful for our planning process!


#30

@Matt_Bush
Could it be that Airtable fixed this issue of selecting a record in a linked field by using a form? I remember that I wasn’t able to do so! If that is fixed, that would be awesome.


#31

This missing feature is keeping me from really using Airtable for a project.
Use Case:
Hierarchical grids ( or Nested grids, or Parent/Child grids ),
Ex. Location grid, Container grid, Object grid
Objects are in Containers, Containers are in Locations
On Location Form I would like to select a Container that belongs to that Location or add a new Container that becomes linked to that location, In that Container I would like to add Objects that are available to that Location by being linked to the Location and I would like to be able to add new Objects that would become linked to that Container and Location.

Maybe allow selected fields from a child grid to be a form input in a parent from, dropdown of child name allows children of current parent to be selected or fill the fields to create a new child that is linked to the parent.

Is there currently a way to do this that I am missing?


#32

Hi @Matt_Bush

Justine didn’t reply with more info, but I have the exact same issue and I thought I would add my voice as this is something that I sorely need. Here’s how we are planning on using forms:

I have a workspace where one of the tables has approx 1000 records - these records are musical arrangements (sheet music) for my choir.
The idea is that as our staff want to add to our repertoire, they will use the form to add a new arrangement to the table. One of the fields in the form is “arranger” - another is “composer” and a third is “lyricist”. All three fields are linked back to a separate table consisting of a huge list of artists (a composer can also be a lyricist for example, so they all share the same table).

As the staff member enters the details on the piece, they should not only be able to select an existing composer/lyricists/arranger, but given the option to add a new one. Right now, this isn’t possible - they can only select an existing one, and this is a major limitation in using the form. In the majority of cases, the composer/lyricist/arranger won’t already exist in the linked table, so in the majority of cases, the form to add a new piece of music is unusable.

To make sure I’m being 100% clear, here are a couple of screens comparing the lookup field view in a form vs in a grid:


After entering nearly 1000 records in my main table in preparation for end-user use, I am devastated to find that this functionality is missing at the 11th hour. I should have tested it earlier I guess, but for now it means that I’ll have to continue to enter the data myself :worried:

Is there any update on when we can expect word back on the form view improvements you mentioned? Many thanks!


#33

Hi is there any update on this feature being added to forms, I could really use it or a workaround if there is one.


#34

Would love to know if this feature is likely to become available and if so when?


#35

I would really like to know when this feature is coming too. It is a blocker for me for my form usage in collecting information.


#37

Yesssssssss please! Throws the workflow off in a big way to have to tackle this hurdle repeatedly.


#38

This feature would be a massive improvement for those of us that rely on form input. We rely on forms for much of our data input and the current workaround is that we have to create another “dummy” text field for the form filler to type out their selection and then an administrator has to come in to clean up the data by either assigning an existing record or creating a new one. This feature alone would cut our database maintenance needs in half.

As previous commenters have mentioned, being able to create a new record in a linked table with the primary field filled would be great. However, I think the ultimate solution would be to leverage your existing form functionality and just pop a nested form for the linked table. That way you can set what fields you want as you do with any form. When you complete the nested form, the new record is automatically selected in the parent field.


#39

+1 for needing this functionality please, Airtable!


#40

Yup, need this feature. I’m building a fitness tracker and this would ABSOLUTELY streamline food tracking.


#41

My use case for new linked records from form entries: I’d like my company to use AirTable to track attendance at a series of 9 events.

Each event will have a “Sign-in” table, but we want to see if people attended more than one event and if so how their responses change. Naturally, we have a “People” table that has a linked field to each individual’s sign-in(s). Ideally, we’d like to collect names and contact info (phone number, email, etc)

Our problem is that the sign-in form on the “Sign-In” table can have a linked field to an existing person from the “People” table, but if they never attended one before, they can’t add themselves.

Our workaround is to have attendees enter their info every time they sign-in with the Sign In sheet still having a linked Person field but hidden from the form. We would then have to go in after-the-fact and try and find duplicates for each attendee to manually add a new “People” table entry. This is made somewhat easier by the new DeDupe Block but still requires a manual cleanup after every event, and might annoy repeat sign-ins.

I agree a nested form solution would be ideal. I.e. Someone looks for an existing name and if none is present their allowed to add a new record and fill in selected fields for the new linked record before continuing on with the rest of the original form.