Re: Automation: Adding New Options to a Table via an Airtable Form
Hoping someone here has the missing piece.
Goal: In an Airtable form when selecting the Other option to a pre-defined list of options, and entering a single line text for that option, that text then presents in the original table with the other pre-defined options for future selecting.
I have:
- Table 1 that populates via a form built in Form View. The form asks for the submitters State.
- Multiple tables that are predefined lists of Group names based on State. For example one table is all CA group names, another all MA group names, etc. Each table has an Other option.
In the form when someone selects a state, the respective table of their state's Group options presents. If they select Other a single line text field presents to add in their required response. That is working correctly.
What is not working correctly is the automation that adds this Other single line text field entry to that State's Group list of options moving forward.
I have the Table and Lookup Fields set up as seen in Option 2 HERE.
I've attempted a few different ways to set up the automation and while the automation indicates it's running successfully, the added response is not presenting in the corresponding table of pre-defined options.
Automation Trigger:
Create record:
Update Record:
I've tried this...
And this...
And a few others without success. I feel like we're missing a basic piece.
We've also explored this community post. And sadly the dynamic filtering for linked records is not supported through forms because that's exactly what we're trying to do.
Any insight you can offer is greatly appreciated!
Absolutely!
Here's the look up fields in the table that receives the form submissions:
Here's the table with the list of groups set up as outlined in Option 2 of this guidance:
Approved Grid View
Unapproved Grid View:
And of the form:
There's something in the Table of groups with the Approved and Unapproved that seems off and clearly the modified automation pictured in my initial post isn't rectifying it. May have to hop on a call with Airtable for this one but would love to hear if you have any ideas. Thanks for thinking about it!
Circling back on this for anyone who's interested and attempting to do the same. Our team had an Airtable Ask an Expert session and it was a game changer. We now have dynamic filtering in an Interface Form where someone submitting the form can add an option to the list for future selecting. For our use case we want individuals who submit a form to select from a list of group names that are filtered by state. So when they select their state only those groups names linked to that state present for selecting. Note, this only works in Interface Forms not in regular form view.
One table lists all 50 States and, for our use case, D.C. Another table lists all group names including Other. Link the two tables. There's a little setup work here where you have to manually link each group name to the applicable state.
In the table that receives the form responses, link both tables and add the lookup fields you need. For our use case it looks like this:
In your form, add the State and Group Names linked fields. We also added a Limit Selection of 1 for each field as seen below.
Add a conditional short answer field for when Other is selected
For adding the short answer to your list of Group Names when Other is selected create an automation: When a record matches conditions with the following trigger details
Add two Update record actions. Action Details #1
Action Details #2
Good luck!
