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    Updating records using a form in Airtable
    • 14 Jan 2025
    • 2 Minutes to read
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    Updating records using a form in Airtable

    • Updated on 14 Jan 2025
    • 2 Minutes to read
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    Article summary

    Plan availability

    All plan types

    Permissions

    Creator/Owner

    Platform(s)

    Web/Browser, Mac app, and Windows app

    Related reading

    Updating records using a form

    To create a checkbox field:

    1. Open your Airtable homepage.

    2. Create or open your preferred base.

    3. Create a checkbox field to your preferred table.

    To create a record ID formula field:

    1. Open your Airtable homepage.

    2. Create or open your preferred base.

    3. Create a formula field in the same table.

    4. Use the RECORD_ID() formula function to output the unique record ID for each ad set.

    Step 3: Create a table to track submissions

    1. Open your Airtable homepage.

    2. Create or open your preferred base.

    3. Create a table to track form submissions.

    Step 4: Add a linked record field

    1. Open your Airtable homepage.

    2. Create or open your preferred base.

    3. Create a linked records field in the same table.  

    Step 5: Add a checkbox field

    1. Open your Airtable homepage.

    2. Create or open your preferred base.

    3. Create a checkbox field in the same table.

    Step 6: Create a new form view

    1. Open your Airtable homepage.

    2. Create or open your preferred base.

    3. Create a form in the same table.  

    In the table used for "Updates," you'll need to create a form for your external collaborators to approve.

    Step 7: Formulate a pre-filled form URL

    1. Open your Airtable homepage.

    2. Create or open your preferred base.

    3. Copy your form's share link URL from the "Updates" by clicking on the "Share form" button from the form view.

    4. Create a formula field in your preferred table.

      1. You'll need to use your own form's unique share URL when building out this formula

    5. You now have a unique pre-filled form link for each ad set that can be easily shared with collaborators.

    Step 8: Construct an automation

    1. Open your Airtable homepage.

    2. Create or open your preferred base.

    3. Create an automation, name it,  select a trigger and test it. 

    4. Add an action(s) that your automation will perform.

    5. Once we’ve inserted the dynamic record ID value, we need to choose a field(s) to update.

      1. You can now turn the automation on and share the form link with your external collaborators so that they can approve the ad set.

    FAQs

    Are there any other workflows that I could use to update existing records?

    Above is just one of the workarounds you could use to update an existing record whenever a form is submitted. You can also check out other solutions related to this workaround in the Airtable Community.

    How do I troubleshoot the automation I’m building out?

    Check out this useful support article that outlines common troubleshooting steps.

    Can external collaborators make comments?

    No. External collaborators cannot make comments. You can follow the above similar steps create a comments section using a long text field. Consider going back to step 5 above and create a "Comments" long text field instead of the checkbox field used in the example.

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