Jun 30, 2024 04:14 PM
I have a set of Businesses on Table A and a Form that will create a new User for Table B. I want a User to search through the Businesses using an Interface, click on a button from a specific Business record, and then be able to fill out a form that will create a new User record on Table B that is linked to a Business on Table A. (Does that makes sense?)
Is there a way to do this in one step? I see where I can "Go to external URL" to launch the New User form, but is there a way to simultaneously copy the Business record information as I launch the new User form? Is there a better way to think about this?
Automations make the most sense because I can only select one button Action, but is there a way to launch a Form via Automations?
Solved! Go to Solution.
Jun 30, 2024 06:39 PM
This might be a bit of a convaluted solution:
Try a "Prefilled" form. This works with messing with the URL address of the form. There are also extensions to help with this. Here's an article to show you how to do this:
https://support.airtable.com/docs/prefilling-a-form-via-encoded-url
In your Business Table, have a formula field that creates this "Prefilled" form. Prefill them form to link the business. Or however you want it configured.
Now on the interface, have the "Go to a URL in record" button instead of an external URL button. Select the recently made formula that takes the user to the prefilled record.
Let me know if this works 🙂
Jun 30, 2024 06:39 PM
This might be a bit of a convaluted solution:
Try a "Prefilled" form. This works with messing with the URL address of the form. There are also extensions to help with this. Here's an article to show you how to do this:
https://support.airtable.com/docs/prefilling-a-form-via-encoded-url
In your Business Table, have a formula field that creates this "Prefilled" form. Prefill them form to link the business. Or however you want it configured.
Now on the interface, have the "Go to a URL in record" button instead of an external URL button. Select the recently made formula that takes the user to the prefilled record.
Let me know if this works 🙂
Jul 01, 2024 05:34 AM
Clever! I'll definitely give this a try.
Headed out on vacay, so it might be a week. But I'll definitely get back to you!
Jul 11, 2024 07:55 AM
Holy Smokes, it works! It took some "deep tissue massaging," but I got the data to appear dynamically. I welcome feedback on whether you think this is a suitable configuration...
I created a Prefill Formula field on the Business Table that included the four fields I wanted to show up on the User Form, and then I went to the User Table where I recreated those same four fields, leaving them empty.
On my Business Table Interface where Users will search available Businesses, I configured a button Action to "Go to URL in record" and then directed the Data to the appropriate Prefill Formula field.
Lastly on my User Form Sign-Up, I added the corresponding fields (setting Field Permissions to "View-only"), and everything shows up!
Haven't tested how the data will translate to the User record, but that "should be" an easy fix, through likely a script, an automation, or a combo of both.
Thanks for your help!!!
Jul 11, 2024 03:12 PM
No worries! Glad to help. 🙂