Hey there, i’m working on my own simple CRM to get familiar with the platform, on the free version, and i’m stuck on a problem. Here’s a video overview: confusion on using hidden fields to match record id with another airtable column?
and some more info:
I have a list of deals in the crm, when you click on one of these deals it takes you to the invidiual deal view
The recordid is automatically passed onto the url
I want to add a hidden field that captures this recordid and matches it up to the name of the deal in my airtable database
On each individual deal page their is a form with an option to update the stage of the deal (from proposal, to negotiation, to close won, etc)
I don’t want the user to have to manually enter in the name of the deal in the form, I believe that softr + airtable should be able to do this
My challenge is that I can’t seem to lookup and match the name of the deal based on the recordid in the url in tandem with the hidden fields function.
I’ve been at this for hours now and i’m really open to any documentation or ideas that anyone has. Thank you so much!