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Creating an order form

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golfcartguy4261
5 - Automation Enthusiast
5 - Automation Enthusiast

I am trying to create an order form for the company I work for. Right now we get orders through email, where the customer just writes what they want on a paper, takes a picture of it, and emails it to us. I need the madness to stop. So I've been looking to create either a form or an interface of sorts that will allow my customers to be able to input their name, and company info including shipping address, and then they are allowed to input their own part numbers and quantity.

I do not want to create an inventory table for them to be able to choose, as there are thousands of constantly changing parts and numbers. The customers know the numbers they need to use and how many they need.

I am new to Airtable but I do have a decent understanding of how databases are structured and linked relationships. I am having trouble creating the form and allowing the customer to input a number and quantity on their own. If this is too vague, I can explain further on whatever area needs more detail.

My end result is to make it so there is a database of these orders, and no more confusing email strings.

 

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Accepted Solutions

Fillout might work for this depending on your UX requirement.  Here's a basic example:
https://form.fillout.com/t/aM9gRJmmkfus

Screenshot 2024-10-26 at 3.43.22 PM.png

And here's how the data looks after submission:
Screenshot 2024-10-26 at 3.44.24 PM.png

 

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8 Replies 8

Hello @golfcartguy4261,
I understand your concern and it's good to upgrade things.

To implement this Airtable Form itself enough
Basic fields to setup these fields like name(textfield), email(textfield), company(textField).
As you've mentioned that you don't give users to allowed any inventory data. Here we can use Airtable form with longText field, Where user just write like {productno1}={quantity1}, {productno2}={quantity2} so on.
Right now there are no need to do any relatioship or linking between 2 tables, Just for keep it simple. This is best option if you using Airtable.

These options just to explore some more thing using different forms tools.
If you want to give them option to add inventory and quantity on separate box as dyanmically add more field. Then check Multiple Entries fields in Jotform They don't powerful integration with Airtable in that case you need to use Make or Zapier along side with Jotform.

You can also check Fillout It has direct Powerful forms for Airtable.

I hope it helps. 👍

Fillout might work for this depending on your UX requirement.  Here's a basic example:
https://form.fillout.com/t/aM9gRJmmkfus

Screenshot 2024-10-26 at 3.43.22 PM.png

And here's how the data looks after submission:
Screenshot 2024-10-26 at 3.44.24 PM.png

 

Hello @TheTimeSavingCo,
This is the best use case. Have you used 2 different forms right?

But that doesn't matter you've used 1/2 forms but it works as the requirements.
The best thing about Fillout is direct Integration with Airtable.

@golfcartguy4261 

As others have said above, your best bet is to use Fillout’s advanced forms for Airtable to create order forms for your customers.

Fillout is 100% free, and it offers hundreds of features that Airtable’s forms don’t offer, such as the ability to create and edit Airtable linked records on a form, update Airtable records from a form, and much more.

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld 

Thanks for your reply, Fillout is going to be my method of attack here.

I am not sure how to accomplish this. I dont quite understand how to allow the user to enter as many as they would like to add, and have them populate the way you have it presented. What field type are you using to allow them to fill out and then add a line?

You would use a linked record field in Airtable, and then use that same field in Fillout. Fillout calls it a record picker.

You can watch me demonstrate how to create an invoice system in Fillout in this Airtable podcast episode.

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld 

Ah that's a linked field:

Screenshot 2024-10-29 at 11.17.59 AM.png

And here's a link to the base in case that's helpful