Purchase order form

[Dustin_Good]

As of right now the inventory department at my company relies on paper forms and it was recently requested that we digitize the form. I don’t need the form to actually place the order, I just need filled out forms to be sent to the inventory manager. However, as I dove into the process, I hit a wall. Is there a good way to convert the attached form into an airtable form?

[TheTimeSavingCo]

Hey Dustin, in short, nah not really I’m afraid.

You’ll probably want to look into other form software that lets you add tables into the forms like Jotform. Here’s a link to their documentation for the form table: Input Table's Multi Type Columns

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In my experience, moving old workflows (or forms in this case) into Airtable rarely works well honestly, and if we could revamp how we’re working as well that would probably be super helpful

For example, if this purchase order form is filled up by people who have access to Airtable, what if they did the following instead?

1. In a table called “Items”, they key in the Vendor, Item #, Description, Quantity, Date Needed, Date Received
2. In a table called “Purchase Orders”, they create a single new record and key in the Date, Name, Department, Reference #
3. They link the records created in step 1 to the “Purchase Order” record in step 2
4. Once this is done, they mark a checkbox and we have an automation that will send your Inventory Manager an email with a table that includes all the data from step 1 and step 2

This is just an example, of course, and will be highly dependent on what your company’s workflows are like

Happy to brainstorm further!

[ScottWorld]

@Dustin_Good

Airtable doesn’t allow users to design forms or layouts that look exactly like that, except when printing single-page documents from Page Designer.

However, you can create an interface that looks “somewhere in the approximate neighborhood of similarity” to that purchase order.

And then to print it, you can either use Page Designer (if it will always be a one-page PO) or DocuMint (if you need a multi-page PO).

Alternatively, you can use JotForm to design an interactive form that looks like that. Or you could even just keep it in Excel or Google Sheets, and then have the data sent to Airtable using Make.com.

It sounds like you may benefit from having an expert Airtable consultant to help you create this system. If you have a budget for your project, feel free to contact me through my website:

Airtable consulting — ScottWorld

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[Dustin_Good]

Hey @Adam_TheTimeSavingCo, recreating the form isn’t exactly necessary, from what I gathered yesterday from meeting with inventory department, they just need a way to send a digital document to their various departments so they can list what they need. The form doesn’t need to actually place the order, but it does need to communicate to the inventory manager what is needed.

[TheTimeSavingCo]

Hm, okay. And I take it the departments that need to list what they need do not have access to Airtable?

[Dustin_Good]

Correct. Some departments don’t even have computers so ideal they want a paper and digital version.

[TheTimeSavingCo]

Roger that. Hmm, if they don’t have access to Airtable, then that Jotform input table thing is probably going to be the easiest way to deal with this.

So you’d just recreate the paper form in Jotform and then follow this guide to get Jotform to dump that data back into Airtable