9/1/2023 0 Comments Airtable logo vectorYou can get relevant, structured input by matching rich field types to the key information you want to capture in your form. The details you’re tracking in your workflow are unique-instead of starting from scratch building your form, forms in Airtable are automatically generated based on the fields you’ve already added to your table. In this guide, feel free to follow along with this guide using this C ontent calendar template, or create your own-the same steps to creating a form apply regardless of your workflow! Create your new formĬreate a form tailored to the way you’re already working in a second by adding a form view to the table you want to capture new information. → Decide which table you’d like to collect new information. For example, the Content pipeline table tracks a list of all content-once a form is created in this table, any new submissions will populate alongside the existing content in that table. With a form, you can collect information from anyone and save it automatically to any table in your base. In tables where you want to capture or collect new information, there’s a great opportunity to create an Airtable form. Right now, the Content calendar base has several tables tracking different dimensions of this workflow: Content pipeline, campaigns, team and assets. Streamline information gatheringĪ table contains a list of items of the same type-like people, ideas, or projects and what you organize in your table depends on your workflow. With Airtable, you can create a custom form that standardizes what is submitted in each new request, ensuring you have all the context you need to start working immediately. Imagine you’re collecting content requests from across your team. Streamline your work in minutes with a structured form that captures every detail, each time it’s submitted. Whether you’re reviewing job applications or receiving project requests, there are a lot of details to wrangle and you don’t want anything important to get overlooked. Try it in AirtableĬoncepts covered: table, form editor, fieldĬollecting information from teammates or external stakeholders can get chaotic quickly. User field type - If your form is internal-facing and submitters have base access, consider using this field to track submissions.Linked Record Field - Helpful for tracking submissions and/or connecting submissions to other parts of your base.Interface layout: Form - If you have an audience that uses an interface, consider creating a form layout in an interface instead.Guide to using the form view - Other form view considerations are covered in this article. "Owner" or "Creator" permissions are needed to create new form views as described in the article below Platform(s) Web/Browser, Mac app, and Windows app Related reading Introduction Plan availability All plan types/levels Permissions By the end of this guide, you’ll be able to collect information from anyone and put it to use-all within Airtable. In this guide, you’ll learn step-by-step how to create, customize and share an Airtable form. With Airtable forms, you can collect information from anyone with a custom form that plugs directly into your workflow. Whether it’s product feedback, a job application, or new project requests-there’s important information you need to collect from others that’s essential to your work.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |