All Collections
General Questions
Use Cases Guide
How to use a template for creating records?
How to use a template for creating records?

I want to duplicate a quote and change the quantities of that record without affecting the original one.

Updated over a week ago

This can be done by using the Duplicate Form Record Formula feature, available in the Table & Login section in the form. This functionality enables users to easily generate fresh records using established ones, simplifying data input and boosting overall efficiency. It serves as an effective substitute for extensive prefilling, particularly in cases where numerous fields require prefilling, causing URL lengths to become unwieldy. To set this up, you need to:

  1. Turn on Copy Submission by following the steps here (make sure that action after save is set to Success Message)

  2. Go to the Table & Login section

  3. Copy the formula from Duplicate Form Record Formula

  4. Create a formula field in Airtable

  5. Copy the URL generated by the formula field from the template record

You can send this URL to anyone and it will populate the values in the form based on the template record.

Portal

Within the portal, you can employ this formula within a button. When the button is clicked, it will initiate a form containing default values derived from the chosen record within the portal. Here's an illustration:

Read-only Form

You might also consider displaying the template record to your users before they initiate the record creation process. To achieve this, you'll need to create two separate forms:

  1. The form with the duplicate record creation feature enabled.

  2. The form where all fields are set to read-only. This form will showcase the template record along with a button that opens the form for duplicating the record.

💡Note

This feature only copies the values of fields that are included in the form. It will ignore the fields that are in Airtable, but not in the form.

Did this answer your question?