Ability for form submission to update a record
planned
D
Daniel Halenko
This is an amazing feature, and i second most of what was said.
My summary would be:
- UNIQUE URL FORM
A form that is representing data, which means you can see the existing data on the form already or no data if its blank, and simply update it. Fillout does this well, it solves the problem by giving every record in any table a unique URL. provide this url to the end user and they can update their data. Useful when you have a method of distributing the link to all end users.
- UPDATE RECORD
A form that updates data, but this time logic determines which record to update. Useful if you have a mixture of existing and new clients that will use the form. So existing clients you want the existing record updated, but new clients you want a new record creating. Can use the same logic you use now for automation, so that the form performs the search but PLEASE do allow something that allows an output if a record is NOT found. Currently you dont do this and I have to make clunky workarounds to try to catch any problems
- CREATE FORM FROM GRID VIEW
Making a form takes a long time, esp if its quite large. Allow us to convert either a grid view or as Yocheved Zelishovsky showed...
https://www.loom.com/share/73d1fb47cc4a4a21b7ca31240d8bfc3d
Make it from a section. Then all we have to do is edit the video. This would be super useful in speeding up the process.
- FORM USER SELECTS RECORD
Whilst building, its also useful to allow a field to be a record selector. For one of my uses, my end users all know each other and the data is not sensitive. So an end user could just click a drop down, and select a record that they want to update. This same process could be used when giving an end user a link to THEIR record, and the form might represent the same data sets of multiple records. So now from one form, the end user can update the data for multiple records of a table.
Hope this helps.
Im tried of the volume of automation I have to do to make forms update. And for me fillout forms is great...but I have to MAKE the variable on single selects, it doesnt auto populate them, which is just even more time consuming. Smart suite is fantastic, i loved airtable but in a few weeks ive fallen in love with smart suite. But things like this would just make it so much more versatile and flexible.
Thanks
Dani
Brian Dollen
F
Federico Gonzalez
This is already possible: https://www.youtube.com/watch?v=Ehrktmg8cmw&ab_channel=DanLeeman
R
Ruben Uzan
Federico Gonzalez Tried it but it doesnt work, it creates a new record, I dont know why, + the video is outdated Smartsuite has been updated, could it be linkedin?
F
Federico Gonzalez
You can already do this: https://www.youtube.com/watch?v=Ehrktmg8cmw
A
Adam Johnston
Federico Gonzalez: yes, but this method doesn't let you view information from the record you are updating
N
Natalie Spivak
Would also like the ability to preselect or mark items as default in forms similar to the way it works in grid view with multi-select fields.
A
Adam Johnston
By the way - you can do this with https://www.fillout.com/smartsuite
Brian Dollen
R
Ricardo Rodriguez
Would be very useful, indeed.
Grant Small
Peter, this would be incredibly useful. I have used Cognito Forms for one of my clients and to bring this across is the number one outstanding reason why I have not converted them across as yet.
Dominic
By the way this is now possible to do with Fillout + Smartsuite! https://www.fillout.com/smartsuite
Just choose the "update" option on the integration settings.
Let me know if you have any questions :)
Adrienne McCue
Dominic everyone isn't using Fillout. :-)
Dominic
Adrienne McCue not yet :)
Load More
→