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Re: How to select existing record in form and add data, not create a new one?

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Caitlyn10
6 - Interface Innovator
6 - Interface Innovator

How to create a form that adds data to existing records, rather than creating a new record?

For further context; in my table, each record is a Client and their contact details are noted. I want to use a form to add their email subscription status (single select field) without doing it through a filtered grid view.

I tried setting up a form in the Client table but it added a new Client record and didn't allow me to select an existing client. Any help would be much appreciated.

3 Replies 3

Airtable has a guide on how to do this here: https://support.airtable.com/docs/use-case-update-records-via-a-form

You can also try using Fillout.com for this too

@Caitlyn10 

The best, quickest, easiest, and most powerful way to do that is to use Fillout’s advanced forms for Airtable.

Fillout offers hundreds of features that Airtable’s native forms don’t offer, including the ability to update Airtable records from a form, display Airtable lookup fields & Airtable rollup fields & Airtable attachments & formulas on forms, dynamically & conditionally filter linked record fields by any values that you would like, perform math or other live calculations on your forms, accept payments on forms, create multi-page forms with conditional paths, create new linked records on a form, display as many fields as you want to see in a linked record selection list (including attachment fields), connect a single form to dozens of external apps simultaneously, limit the number of linked records that can be chosen, upload an unlimited amount of attachments simultaneously, add CAPTCHAs to your form, add choice matrixes to your forms, direct integration with hundreds of apps like Calendly & Google Maps on your forms, and so 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 

Hi ScottWorld, that's amazing, thank you so much! Sounds perfect! I'll check it out 😊