Sep 01, 2024 10:56 AM
Looking to create some kind of form / interface that allows the user to submit multiple records. For context, here is the use case:
I'm creating an Ordering/Receiving Inventory Management base to use across staff at a Restaurant for order management. Person 1 does the ordering, they submit what they ordered. (ideally they'd be able to do it by distributor, so for Distributor 1 we ordered 7 cases of X, 2 cases of Y, etc.) This populates to a new table of sorts that Person 2 can reference when they do the receiving of said order. They'll see the 'Qty ordered', the 'Item Ordered', and the 'Distributor'. They theoretically can denote what was received (1 case of Y instead of 2 cases, etc.), as well as attach invoices for easy reference.
Not necessarily set on the set up being a 'form' per se, although that makes the most sense to me. However I am getting stuck as I can't find anything about adding multiple records through a form, it seems the form set up is more specifically for filling out individual records only. Any insight/help on technical stuff as well as the larger format of the execution itself is appreciated.
Solved! Go to Solution.
Sep 01, 2024 06:49 PM
Hmm, you could try doing this with an Interface with a Record Picker element to select the Distributor, and a Grid / List element to add line items for that Order?
Link to base
I ended up creating a table called "Orders" that linked the Distributor to the Order Line Items so that we could contain the invoice and date of the order instead of duplicating that data for every Order Line Item:
Sep 01, 2024 12:49 PM
Hey! Unfortunately this is not currently possible with Airtable forms. I’d suggest you use Fillout.com forms.
Sep 01, 2024 06:49 PM
Hmm, you could try doing this with an Interface with a Record Picker element to select the Distributor, and a Grid / List element to add line items for that Order?
Link to base
I ended up creating a table called "Orders" that linked the Distributor to the Order Line Items so that we could contain the invoice and date of the order instead of duplicating that data for every Order Line Item:
Sep 01, 2024 08:49 PM
Thank you!!! This is super helpful and I think may be just what I was looking for!
Jan 01, 2025 09:42 AM
Hi there,
Hannes from the miniExtensions team here! Our form gives you the ability to add multiple records to a table using linked record fields. Your staff could add each order with one form submission. Within that submission, they add each item in a linked record field. This would create separate records in the linked table(s) as needed. I'm not sure what the best way would be for you to then have the receiving staff member use this data. They could either access the original order record (which has the linked records for the individual items), or they could access the list of items to check off what has been received. It sounds like the former may be a better fit for you, but the latter could be achieved with our shared view extension.
You can try all of this out with a free account now! 🙂