![]() Now we’re ready to start talking about how a form fits into all this. As we move on, you’ll see why they need to be there. You can add them in chunks, or add a ton all at once. The last thing to do in our mirror table setup is add a bunch of blank records to the mirror table. Name it appropriately for your situation. In my case I’ll name this, but I won’t do anything with its fields just yet.īack in the table, insert a new field between the primary field and your first data field, and make it a link to your “mirror” table ( in this example). This will become the “mirror” table, the main place to view all of the data that you collect. ![]() Borrowing from the thread that inspired this system, my example setup will focus around stats for football players: After deleting the default records, change the primary field to the Autonumber type, then set up the remaining fields for the data you want to collect. ![]() To build this system, the first table to make will be the table. Extending that to allow data from subsequent form-generated records to effectively replace older data in the “mirror” table only took a few more steps. Long story short, the key to that solution was using two tables: one for collecting form data, and another that looks up that form data and fills out a parallel set of fields. However, a base can be set up so that records created by a form end up affecting records in another “mirror" table.Īs with my first show-and-tell submission, this was inspired by a solution that I created in another thread. Technically the answer is “no” because Airtable forms always create new records. You can remove your email address after the automation is confirmed to be sending the email correctly.People sometimes ask whether it’s possible to use an Airtable form to edit an existing record. It's a good idea to BCC your own email address. By clicking on the "Show more options" drop-down arrow, you will have the ability to customize four additional parts of the automatic email you send out, which includes "CC", "BCC", "From name", and "Reply to". You can then configure the other available fields. This will bring up a box with configuration options to add recipients, a subject line, and the message body.įor the To field, we'll select the email field used to collect registrant email addresses. Then, click on the "Send an email" option. To set up the "Send an email" action click the blue "+ Add Action" button. To send the confirmation email we'll use the Send an email action which is covered in more detail in our in this article. In our example, this automation will trigger after someone fills out the event registration form. Using the " When form submitted trigger" automation will trigger (run) every time the form we select is submitted. The next step is to set up an automation trigger to look for new records added to the Attendees table. Your form must have an email field to collect email addresses from event registrants in order to send the confirmation email. ![]() You can create a form by opening the view sidebar and adding a form view. To start, you'll need to create an Airtable form. In this article, we'll use this event planning template as a real-life example to demonstrate this functionality. This article covers a common use for automations to send a confirmation email after an Airtable form has been submitted.
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