Dec 01, 2021 02:56 PM
Solved! Go to Solution.
Dec 01, 2021 03:42 PM
Yes, you can set up an automation to email somebody with all the data from their record.
There’s no straightforward way for someone to edit their data in Airtable. There are a few clunky workarounds in Airtable, such as pre-filling a form in a new table with the old data, and then using an automation to move the submitted form information into the old table. But that is prone to breakage, especially if someone changes whatever you use as their identifying information on the form. A more straightforward & much cleaner process would be to use the advanced form from MiniExtensions.com, which lets people do live editing of their own Airtable data:
p.s. If you have a budget for this project and you’d like to hire an expert Airtable consultant to help you set any of this up, please feel free to contact me through my website at ScottWorld.com:
Dec 01, 2021 03:42 PM
Yes, you can set up an automation to email somebody with all the data from their record.
There’s no straightforward way for someone to edit their data in Airtable. There are a few clunky workarounds in Airtable, such as pre-filling a form in a new table with the old data, and then using an automation to move the submitted form information into the old table. But that is prone to breakage, especially if someone changes whatever you use as their identifying information on the form. A more straightforward & much cleaner process would be to use the advanced form from MiniExtensions.com, which lets people do live editing of their own Airtable data:
p.s. If you have a budget for this project and you’d like to hire an expert Airtable consultant to help you set any of this up, please feel free to contact me through my website at ScottWorld.com:
Dec 01, 2021 11:46 PM
Many thanks. I’ll investigate automations and the extension you suggest.
Dec 02, 2021 02:49 PM
I don’t think we have the budget for the miniExtensions app, unfortunately…