Form to edit data


#83

Yes, seems like this has been needed for many different purposes & workflows, and for some time now too. Here’s just one example from my office:

We have a Print Editorial Calendar base (based loosely on an Airtable template), but possessing a huge scope of monthly editorial content throughout a calendar year. For our purposes, this means a couple hundred records—one for each content piece—in our single Print Schedule tab, in addition to a dozen fields linking to each issue, fields setting deadlines, fields for attaching unedited and edited drafts and photos. etc.

Some of this editorial content is being collected and edited by a couple of interns, who we are trying to reserve as much superfluous information from as we can—anything that doesn’t relate to their designated assignment. Moreover, there are so many variables due to such a large and content-heavy base that we want to minimize any unintended mistakes, which we’ve already had before. But that being said, they need to be able to make edits or re-attach updated drafts or make notes for some of the records—a few out of the couple hundred in that table. (Even some limited editing usage — such as just the ability for them to only input attachments into attachment fields — would be immensely helpful.) We house quite a bit of proprietary information for upcoming content in that single base, which works for us in every way EXCEPT for this issue with limited collaboration/editing.


#84

We would badly need this feature as well.
We are building my CRM in Airtable and would like to develop a full persona building survey, where people in the CRM would receive links to the a web form that corresponds to the People record in the CRM Table.
The data from the questionnaire would then be easily grouped, segmented and analyzed, and connected to other records and views in the CRM Table.
Any chance we can expect this soon. We’d prefer not to have to use Zapier for this.


#85

In case we’re in need of more examples, I will add how this would be beneficial in our workflow:

We have 100s of new projects each year and log all project information in AirTable. This information comes from other departments and we’ve developed a form for them to submit their portion of the project information. Unfortunately, because we’re unable to update existing records, we had to create a whole new table to receive the submitted forms and then manually input the same data into our Project Information table. This is unnecessarily tedious and it seems the solution is within reach. I would be very glad to see this implemented as it would also boost our chances of staying with AirTable.


#86

Thanks Aaron,

You’ve summarized the issue perfectly!

I’ll be so curious to see what folks come up with – perhaps AT will deliver some (or all!) of this sometime very soon.

Meanwhile, I’m very glad to say in contact and share ideas on the subject.

Best,

Ken


#87

Here’s a specific example

We have independent agents

  1. We create leads and share those with agents
  2. So the records in that case are CREATED by us
  3. The agent visits the lead
  4. We want them to modify certain information - and add info to the EXISTING record but not change or even see other parts of the record
    Cheers

#88

Hi, yes, my needs are quite simple. I have a bunch of prospective clients who are already in a table, in the most basic form (their name, where I met them, maybe)

When they become an actual client, I want to be able to send them a form to fill in all their missing contact details, such as phone number, email address, website, other details etc.

At the moment I have to send them a blank form (with their name pre-filed) and then manage the duplicate entries manually. It’s very time consuming and not really in keeping with the ethos of an excellent database app!

Thanks… it’s been two years since this was raised. Is it on the cards??


#89

I’m in exactly the same situation. This seems like the most basic of requirements for a form based database, rather like sharing a formatted “form” of selected pieces of data with a third party. Trying to use Airtable to manage a team, but need to personally enter updates to HR data rather than send them a “is this correct” email once every few months, without allowing each individual to see others’ potentially sensitive data. Extremely odd to continue to omit this after 2 years and so many people saying this is a sine qua non…


#90

How hard can this be if we already have this feature?

You can choose to include the ID of the record that will be created by the form in the redirect URL by including the variable {record_id}. You can use this to redirect the submitter of the form to the record that they’ve just created (assuming that the form submitter has access to the base).



#91

I’m working on a solution using the AirTable API. Anyone wants to give it a try & give me feedback? Let’s get in contact https://airtable.com/shrvNWXRawvupNPCf


#92

I use Airtable for my magazine. I have forms to collect elements for advertisements and another to collect elements for articles. Some information will repeat for advertisements and some elements will stay the same. I would not want to ask the advertiser to upload their logo and all new information for every issue but want to allow them to make changes to their copy or artwork.


#93

Hi Ryan

There’s no direct Airtable option for doing this at the moment - but you could consider the following workflow as an option:

  1. For new clients, have them complete a form with their company information - logo, name etc. You could even include information about their first ad.

  2. When this is complete, use Zapier or Integromat (the latter is arguably more powerful and can also run once per minute (subject to Plan) to take the input and email the client a link to a pre-filled form for submitting their copy. You would need to have a calculated field in Airtable (in their Company record) to calculate this URL - such as:

(Note - this is a link to an enquiry form in my Airtable)

with a formula like this:

https://airtable.com/shraol5uw1W8nktcP?prefill_Company=” & SUBSTITUTE({Name}," “,”%20")

  1. This would allow a customer to submit further ad copy etc whilst their Company would be pre-filled and would be captured into an Ad Copy table or some such.

  2. One issue here is that you can’t pre-fill a Link field and so to complete the process you would need to either manually attach the record to the Company in the other table or use another Zap or Integromat ‘Scenario’ to lookup the company by name and then fill in the linking field with the Company ID.

I hope this is some help?


#94

I believe you should already have the functionality to accomplish this, by created a limited “view” for those users, and allowing them edit permission within that view?


#95

+1, at the moment we only have the ability to hide or unhide fields in the form mode. There is no ability to rearrange fields the way you want in form mode. Sort of like a ‘form view’ would be awesome.


#96

sounds great sam, Its been three years since people asked for this feature. extremely odd that airtable haven’t stepped up! literally hundreds of people saying its match their use case if only they could let others edit their entries!


#97

Hallo Airtable Experts,
I have developed a airtable for follow up projects. Now i will registrate when someone start and stop his job on the project. So that it’s possible to calculate how many ours are spend on this project.
So with a form they registrate their start (works perfect). i Try with a second form to make the registration when they stop. That give me the problem that the info comes on a new record and not in the existing record row when the person starts his job on the project.

Does anyone have an idea on how to do that?


#98

Super important request. Referral to use Zapier is a clumsy workaround. I can tell your engineers are great… you can do it Airtable Team!