Building and sharing forms in Airtable

• To add a cover image, click Add a cover image on the form’s canvas. Then, drop a file or click browse files. Next, click Upload 1 file. Your cover image will appear after uploading has been completed.

• To remove an existing cover image, click the X button in the top left corner of the canvas.

• Only 1 file can be uploaded.

• As a general guideline, 1800px by 480px is suggested as the minimum for cover images, with 1800px by 512px being a good target if your image is of higher quality/size.

• The area of the form cover image is 256px tall and the width is the width of the browser window that the end user is accessing the form from.

• To add a logo, click Add a logo on the form’s canvas. Then, drop a file or click browse files. Next, click Upload 1 file. Your logo will appear after uploading has been completed.

• To remove an existing logo, click the X button in the top left corner of the canvas.

• Only 1 file can be uploaded.

• Logos will be limited to max dimensions of 200px by 64px. Image files that exceed these dimensions will be resized to fit but not cropped.

• A form’s title will always appear as an H1 heading near the top of the form, just below the cover image and logo (if applicable).

• To change the form’s title, double-click on the title and modify it to fit your needs.

• Just below the form’s title, you’ll see a text box where you can add or modify an existing form description.

• Form descriptions support the following formatting options:

  • Text formatting (Paragraph, Quote, Code block, Large heading, Medium heading, Small heading, Numbered list, Bulleted list, and Checklist)

  • Bold ( ⌘ B)

  • Italics ( ⌘ I)

  • Strikethrough

  • Code

  • URL/Hyperlink ( ⌘ K)

On the canvas, you are able to:

• Add fields to the form

  • After clicking on the canvas, hover in between fields. Click on the blue + icon where you want to add the field.

  • This will open up the option to add an existing field (also searchable by name) or add a new field to the backend base and form by clicking the + Create field option. Choose an existing field or configure a new field and continue building your form.

  • Computed field types are not supported in Airtable forms.

• Reorder fields

  • Click and hold the field that you would like to move around on the canvas. Then drop that field where you see fit.

  • Dragging a field above or below will place that field above or below the closest field(s).

  • Dragging a field on top of another field will place the fields next to one another. Up to 4 fields can be placed side by side but this maximum can vary depending on field type and space constraints.

  • Dragging a field over a line break will cause the + Add group button to appear. Drop the field to create a new group as discussed in the next accordion section.

• Resize fields

  • Click on the right edge of a field to resize its width on the canvas.

  • Any preceding or subsequent fields in the same group can be resized to match the width of the first field in a row.

  • At times auto-formatting is applied when reordering fields when multiple fields exist side-by-side.

• Remove fields from the form

  • Click on the specific field that you would like to remove from the form.

  • Click the … icon on the far right side of the field.

  • Click the Remove option.
    *Note that removing fields will not delete them in the underlying base

• Configuring form fields - By clicking on a field within the form builder’s canvas you will see the properties panel on the right adjust to that field’s settings. We cover configuration options available in the properties panel in the next section.

Form groups allow you to group one or more fields into a section. These groups provide a clear delineation of questions/data entry for end users.

• To create a new form group:

  • Hover just below a form’s description or below the last field on the form-building canvas.

  • Then, click +Add group.

  • A New Group will appear. Click on the New group text box. Feel free to rename the group at this time.

  • This will open up configuration options in the properties panel on the right. This is discussed in more depth in the next section below.

• To delete a form group from the canvas:

  • Click on the group’s name.

  • Hit delete twice to remove the form group.

After creating a new form, clicking on the edge of a form’s canvas, or clicking on the Form button at the top of the properties panel on the right side of the screen you’ll find these general properties to configure:

• Title - Rename the title of the form

• Data

  • Source - Find the source table from the underlying base

  • Fields - See how many fields are visible in the form. Click the cogwheel icon to bring up a menu where you can Find a field, see form groups, and Edit, Delete, or Hide fields in the “Group” and “Hidden” sections.

• Appearance (Paid plans only)

  • Show or hide Airtable branding

• Settings

  • Toggle on the option to require that the form submitter log into Airtable in order to see which user submitted a form response.

  • If a created by field doesn’t already exist in the source table, then a new user field will be created in the source table when this option is toggled on.

• Submission options

  • Button label - Choose the text that will appear on the submission button. The default label is “Submit.”

  • Redirect to URL - Toggle this option on to redirect the form submitter to another URL.

    • This URL can be a static http or https link. Other abbreviated URLs are not supported.

    • You could even have the form dynamically redirect the user to the record created from the form submission inside the Airtable base. To accomplish this, copy the unique base URL (https://airtable.com/appxxxxxxxxxx/) from your browser’s search bar and insert {record_id} at the end of the base’s URL like so: https://airtable.com/appxxxxxxxxxx/{record_id}/. Note that the form submitter would need at least read-only base access to be able to access this page.

  • Message - Type a custom message that will appear after a form response is submitted.

  • Show a ‘Submit another response’ button - After a form response is submitted, the page will load and show the option to “Submit another response.”

Clicking on a field on the form builder’s canvas will open different properties in a panel on the right side of the screen. Certain options listed below will only be available depending on the type of field you click on.

• Title - Change the title of the field in the form. It’s important to note that changing the field’s title in the form will not change the name of the field in the source table.

• Data

  • Source - Click Edit field to bring up a menu of field editing options. Note that changing a field type here will change the field’s type in the source table as well.

• Appearance

  • Layout

    • Dropdown or List - Specific to single and multiple select fields.

    • Card or pills - Specific to linked record fields

  • Size - This option modifies font size in the resulting form.

  • Helper text - Type additional context that relates to the specific form field you are configuring.

• Rules

  • Visibility - Add conditions or conditional groups that will hide the form field from an end user’s view unless the submitter’s entry causes those conditions to be met. Take a deeper dive into these settings below.

  • Selection - This option is only available on linked record fields. This allows you to control the Specific records that form submitters will be able to choose from.

  • Options - This option is only available on single select or multiple select fields. Choose the specific option(s) you will allow form submitters to be able to choose from.

  • Collaborators - This option is only available on user fields. Toggle the specific users you want the form submitters to be able to choose from. Additionally, you can Clear all or Select all users.

  • Default value - In most fields, you can insert a default value that the form submitter will have to manually adjust, otherwise the default value that is set here will return that value with each form submission. This can be especially useful when hiding the field from submitters such as a hidden status field. The formatting of the default value that you enter will depend on the field type. You can also prefill forms much in the same way that form views can be prefilled.

    • “Allow users to edit this field” - When a default value is configured, builders can also choose whether to disable or enable edits by toggling this option.

  • Required field - Toggle whether the field must be filled or selected before the form submission can be entered.

Clicking on a form group’s title will open the following properties in a panel on the right side of the screen:

• Title - Adjust the title of the group. This can also be accomplished by clicking on the name in the canvas.

• Data

  • Fields - See how many fields are visible in form group. Click on the cogwheel icon to Find a field. By hovering over a field and clicking the … icon, you can also Edit a field or Delete a field from the form. The eye icon allows you to toggle off the visibility of fields in any form groups or toggle on any fields that are hidden.

• Appearance

  • Show group title - Optionally toggle off the group’s title. Only field names will be displayed.

  • Show description - Insert helpful text to guide form submitters.

  • Show background color - Give the form a slight gray background color to help visually separate the group from other groups or fields.

  • Field labels - Choose whether field labels (titles) will appear on the Side or on Top of the fields in the group. The “Side” option is not available when two or more fields are next to each other.

1. Navigate to the base containing the form and click the Interfaces option in the upper left corner of the screen.

2. Click the dropdown ⌄ icon next to the name of the base and click Edit.

3. If the Pages sidebar on the left side of the screen is not open, then click the Pages button to show it.

4. Under the “Forms” section, find and click on the form that you want to edit.

5. Follow the instructions throughout the rest of this support article to make updates and don’t forget to click Publish form once you are done so that your changes are reflected for form submitters to see.

1. Navigate to the base and specific form view that you want to upgrade.

2. Near the top right portion of the screen, click the Upgrade to new forms button.

3. Note that if your form view is currently locked, you will need to unlock it in order to see the button appear. To unlock the form view, click the lock icon/dropdown button next to the “Share form” button. Hover over the “Locked view” section and click the Collaborative view option. Finally, click Unlock.

4. You can now begin modifying the form as described in the article above.

1. Open the interface editor where you want to duplicate the form.

2. From the Pages tab on the left side of the screen, find the form layout page you want to duplicate and hover your mouse over it.

3. Click the … icon to reveal a menu of options.

4. Finally, click Duplicate to form builder. This will create a new, duplicate form in the “Forms” section on the left. You can now modify and publish the form as outlined in the article above.

1. Open the interface editor where you want to duplicate the form.

2. From the Pages tab on the left side of the screen, find the layout page containing a record creation form/button that you want to duplicate.

3. Click the Add record button. Not that this button can have a custom label, so your button may appear differently. However, the button will be in the upper right corner of the canvas.

4. From the properties panel on the right, find the “Data” section and the “Form” option.

5. Next, click the dropdown to open the menu.

6. Finally, click Duplicate to form builder. This will create a new, duplicate form in the “Forms” section on the left. You can now modify and publish the form as outlined in the article above.

Only users with creator permissions can create and publish forms in the form builder.

Though forms are built inside the Interface Designer UI, forms built and published this way are full-page forms that can be shared with any audience, outside of your interface. Use interface form page layouts or record creation templates to collect data specifically from interface collaborators.

Yes, form submitters will find a Clear form option next to the “Submit” button at the bottom of a form. When they click this option, they will be asked to Confirm that they want to clear the form before any data is cleared.