Jul 24, 2024 09:47 AM
Hi all,
I have an Airtable built that collects info for upcoming events. I've created a filtered view, that only includes Confirmed events. I want to add the ability for staff to sign-up to work at these events, so I've created a form view. I want the first question of the form to be a single select, where the staff person selects which one of these events they want to work. Is this possible?
So for example, I'd like "Event 1", "Event 2", etc. to be the options staff select in the form. Then in the grid view, we'll have a new column for staff that have signed up to work each event. Hopefully that makes sense.
Jul 24, 2024 10:34 AM
You are probably better off using a linked record field for which event they want to work. Limit the linked record field to one record in the filtered view. That way, if there are changes to the number or name of events, the form will still work.
Jul 24, 2024 10:50 AM
Hello,
In Order to do that you need to have a single select field with the name of the event in your table.
It is a two step process to set it up
Step 1 : Initiate
Add a text field "Events"
Fillter your table on status "confirmed
copy/paste content of field "Title" into field "Events":
Change "Events" field type to "Single select" (I suggest to uncheck "color-code options" because this option does not make sense if your have too many events):
Step 2: Field Events maintenance
In order to avoid maintaining this field manually, you can create an automation triggered when status is confirmed:
Action update record to push the Title field value into field Events and hence create the new option:
Now, if we consider following table with Event 1 not confirmed yet:
If we change the status to confirmed, Option "Event 1" is created into Fields "Events" and this record takes the value "Event 1":
Field Events can now be used in your form as you wish
Regards,
Pascal
Jul 24, 2024 11:11 AM
Jul 24, 2024 11:56 AM
Thank you @Pascal_Gallais-, that worked!
However, then when I fill out the form, a new record is created. Whereas I wanted the staff person to be tied to the same record as the event title. Is that possible?
Jul 24, 2024 03:00 PM
Filling out an Airtable form always creates a new record. I suggest having a two table system, one table for [Events] and another table for [Event Staff]. Use a linked record to join the two tables together. Build your form in the [Event Staff] table and use the linked record field for picking the event.
Note that your staff will only be able to create new records with the form. If you want them to be able to edit their existing records, you can either use an interface or a third party portal. Both systems will have associated costs, although many people find third party portals to be more affordable.