Navigate to the base where you want form submissions to be received.Ĭlick the Interfaces option in the top left corner. Use case: Quick, simple record creation within an interface workflowĬreating a new form using the form builder If you want to duplicate an existing record creation form button in the form builder, then learn more here. Record creation form buttons - Templated record creation forms that allow interface users with editor permissions to create new records without having to navigate the full complexity of the base on the backend. Use cases: Internal-facing feedback, record creation from an interface If you want to duplicate an existing form layout page in the form builder, then learn more here. Interface Designer form layout page - A form that appears as an interface page only to logged-in users with edit access to that particular interface. Still powerful, but won’t receive the newest features that Airtable builds out in the form builder. Use cases: External-facing feedback, internal-facing feedback, complex data entry, condition-dependent formsįorm view - Airtable’s original form creation experience. Form builder already offers enhanced functionality such as default values and warning messages that the form view does not offer. Over time, Airtable will continue adding sophistication. While the form-building experience covered in the article below is our recommended way of building and sharing forms, Airtable offers several form experiences that might be a better fit depending on your use case:įorm builder - A more creative and options-rich way to build standalone forms that can be shared with a variety of audiences. Interface layout: Form - Learn more about an alternative way of allowing other users to input information without having full base access.Ĭhoosing which form creation process to utilize Getting started with Airtable form views - Basic information about the Airtable form views feature Learn more in the section on sharing forms below. Owners/Creators - Create, delete, modify, publish, and share forms.Ĭollaborators with and without Airtable accounts - Anyone with access to open up a form share link in a browser can submit a form response. If I use the “Update Airtable Record” action instead, then I need to insert a sear ch step for the record I want, which I cannot do on a free plan.The form builder is available on all plans, but certain features are only available on paid plans. The reason I cannot use Surname & Firstname combo in the Lookup fields is that these values may change and I would end up creating a new record when I actually want to just update the existing record using the record_id. Since I need to lookup the record with unique value, the only way to source that unique value is using some function or formula field within Airtable. However, “phone number” formatted fields are also missing. It seems only text fields are displayed here. The fields that are available are as follows: In fact, very few fields of the Airtable base table are available to select as a lookup field or even a secondary lookup. However, in the Action Step of the zap, when I try to use the “Zapier Key” field as the Lookup Field for my Airtable record, it is not available in the list of fields. Since I am on a free plan, I cannot do a 2-step zap, so I have to use “Create or Update an Airtable Record” to achieve this in one step. When a Zapier table record is updated, I want to update the same record in Airtable. I also have a Zapier table that reflects as subset of these Airtable fields - including the Record_ID The field list is displayed here and the Record_Id field is named “Zapier Key”: This is the unique field for all records in the table. I have an Airtable base / table with many fields, name address phone etc, and it includes a formula field which is populated with the Airtable RECORD_ID() function.
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