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Jun 21, 2023 10:08 AM
Hi there,
I work at a chain of veterinary clinics and I'm looking to create a process for medical records upload.
1) I have a grid created "Medical Record Workflow"
2) Connected to the "Medical Record Workflow" grid I have a form that contains the following data points:
3) We have an automation that whenever a Checkbox field is checked it sends an email to the other veterinary clinic that we're try to gather information from
In that message I'd like to create a pre filled form what the other Vet opens up and uploads medical records to.
The problem I'm dealing with is when the form is submitted it's creating a duplicate row. Is there a way to prefill a form that updates the existing row?
Solved! Go to Solution.
Jun 22, 2023 04:16 AM - edited Jun 22, 2023 04:18 AM
Airtable has a guide for updating records via form submissions that you can find here. Using this method still leaves you with a record created via that form submission I'm afraid, but it'll update the approriate row for you at least
For the issue you're facing with the link breaking, try updating your message so that it sends like this instead:
[TEXT_TO_DISPLAY](URL)
For example:
[Test](https://airtable.com/shrtCL4BREtrbqpLE?prefill_Name=Test&prefill_Notes=Notes)
And this will send the email like this:
Jun 21, 2023 10:26 AM
Additionally, I've created an automation that auto sends an email containing the pre-filled URL. Is there a way that I can avoid the url break line when it sends
Jun 22, 2023 03:35 AM - edited Sep 05, 2023 09:45 AM
For help with your prefill link, check out @kuovonne’s Prefilled Forms extension.
Unfortunately, Airtable’s forms don’t allow updating nor editing existing records. They always create new records.
To update or edit existing records, you would either need to:
1. Create a complex automation by using Airtable’s automations or by using a more powerful automation tool like Make. You can also use JavaScript scripting to help create a complex automation.
2. Use an external form tool that was designed to let people edit/update records via a form, such as Fillout or Glide or Noloco. I give a step-by-step tutorial of Noloco on this episode of the BuiltOnAir podcast.
p.s. All of this can get rather complex, but if you have a budget for your project and you’d like to hire an expert Airtable consultant to help you create this, please feel free to contact me through my website: Airtable consulting — ScottWorld
Jun 22, 2023 04:16 AM - edited Jun 22, 2023 04:18 AM
Airtable has a guide for updating records via form submissions that you can find here. Using this method still leaves you with a record created via that form submission I'm afraid, but it'll update the approriate row for you at least
For the issue you're facing with the link breaking, try updating your message so that it sends like this instead:
[TEXT_TO_DISPLAY](URL)
For example:
[Test](https://airtable.com/shrtCL4BREtrbqpLE?prefill_Name=Test&prefill_Notes=Notes)
And this will send the email like this:
Jun 22, 2023 09:07 AM
Thanks Adam, I'll give the record updater a look. I could always just filter out of the workflow based on some sort of criteria.
Ahh yes, hyperlink is perfect, thanks!