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How to set up a form to edit records?
How to set up a form to edit records?

I want to email each user a personalized link. When they click on it, the form is automatically attached to the entry related to the user.

Updated over a week ago

You can allow users to update their records directly with miniExtensions form without needing to log in. You would need to add a formula to Airtable. It automatically generates a unique editing URL for every record in your table. You can choose to make only specific fields editable. You can email the generated links using Airtable Automations.

  1. Click Open Form

  2. Select Edit Records.

  3. A modal will show up. You can test this feature by clicking Test Editing a Record in Table button. This will open the editing form in a new tab.

    You can copy the text from Formula to Edit Records and use it in the Airtable formula field.

⚠️The editing formula option is not accessible if you have the login feature enabled. Once disabled, you'll be able to see it.

Editing formula

When a user accesses the form's main URL, they are only able to create new records. However, after adding the editing formula to your Airtable. It would generate a unique URL for each record. Which you can send as a personal URL to each user. That would allow them to click on a link to open their form and fill it out. You don't need a new form for each person. Also, you can "lock" some fields so they are read-only.

Prefill

In most cases, it doesn't make sense to prefill a form if you're updating an existing record. Prefilling mostly makes sense when creating a new record. When editing a record, the form will be prefilled automatically. Prefilling dynamic values is possible by using a formula in Airtable to add the prefill parameters. This part has to be done on Airtable, not in miniExtensions.

Login Page

If you have recurring users who need to update their data repeatedly, then a login screen might be a better fit. But if your form users are one-off customers, then the login screen might not be needed.

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