Our volunteer organization took in the personal info of 600+ volunteers via a form.
Now we need them to update their records via a second form so that they don’t have to fill out the first (very long) form all over again.
This seems to be a logical solution …
… but it requires the user of the second form to identify their existing record via lookup - say, by inputting an email address.
Unfortunately, setting up the second form to do a lookup on email address (via an +ADD control on an “email” form field) exposes the email addresses from all the other records during lookup.
Using First Name (instead of Email) as a lookup is slightly less risky; It would have the user find their name amid the first names of 600+ existing volunteers). But with some people sharing the same first name, we risk the User updating the wrong record.
I’m familiar with Automations, but couldn’t find a way to set one up that does the lookup.