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Allow forms to edit records based on record ID or unique identifier

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5 - Automation Enthusiast
5 - Automation Enthusiast

I’m looking for the ability to prefill an entire form, existing up-to-date record in a table, based on the record_id only. Although I could share the URL with prefill_name the data can quickly become stale as many stakeholders will likely complete different pieces of each record.

I looked through these and I don’t think this is possible. Will describe my use case below.

Use Case
Ideally, we can complete some of the information (high-level) based on previous conversations with the customer where they share aspects of their workflow and softwares. We’ll then send the form to the project manager or main point of contact who will generally complete whichever information they have available. Then another person with the more applicable or technical information that will receive the form and be asked to finish out the remaining data fields.

Expected Functionality

  1. append record_id to form URL:{unique_identifier} or{record_id}
  2. Airtable retrieves record based on id/unique field
  3. Populate current record details into form
  4. Tell other would-be editors that the form is being edited by another user already

Expected Issues
This can cause merge conflicts with multiple editors. The workaround here would be to only let one person edit a record at once. New forms could be populated asynchronously, but updating records could be synchronous.

Alternatively, we could append numbers to the unique name and allow the internal team merge together several editions of each record. e.g. Lighthouse Solar 1 completed by Sally (anonymous), Lighthouse Solar 3 completed by Jim (anonymous).

Current Workaround
It seems FormNano is an option to make this work, but doesn’t allow for all field types.

1 Comment
10 - Mercury
10 - Mercury

We’ve built this tool and it supports all field types. The only thing it can’t do is #4