How To Create An Airtable Form

If you are trying to build a fix of data, ane of the hardest parts of creating that database is collecting the information from other people. Airtable provides users with an easy way to create accessible forms that others can use to input the facts and figures necessary to build your data prepare.

That said, nosotros will evidence yous all the necessary info on how to create a grade in Airtable, no matter what platform you lot're using the app in.

How to Create a Form in Airtable from a Windows, Mac, or Chromebook

If yous are trying to create forms on Airtable, then the desktop version is the only way to go. Both the creation and viewing of forms are not available in the native version of the Airtable app. To create a form in Airtable, follow these steps:

Creating the base table

Before y'all create a form, yous will need a table where yous will gather all the data that yous collect into. The tabular array that you lot use can either exist imported from other spreadsheet applications like Google Sheets or Windows Excel or created directly in Airtable. To create an Airtable base:

1. Open Airtable and login if yous have non done so.
   
2. Head to the Dwelling house card then click on the Add a base icon. Information technology should be the image with a big plus sign.
   
3. You tin can either choose to start from a template to use the available database guides bachelor in Airtable, import existing information from other spreadsheets or database applications, or commencement a table from scratch.
   
4. If you start from scratch, you can alter the Icon, Table Name, and Icon Color directly from the dropdown carte du jour.
   
5. One time you lot are washed, open the tabular array.
   
6. Edit the tabular array parameters every bit you see fit. Double-clicking on a column header or cell will allow y'all to change the contents. If yous are done, proceed to the next step.
   

Creating the Bones Form

To create the basic form that will be the template of your project:

1. To start building your Airtable form, proceed to the Grade view while inside your Airtable base of operations. The option to select Course View is lower left of the screen, just under the Add View tab. Click on Grade.
   
2. At that place should now be some other icon nether the Views tab. Click on Open form.
   
3. You will notice that a new form template will be created, populated with the column headers of your Airtable base.
   

Editing the Class

Y'all can edit the form by doing the post-obit:

1. If y'all wish to add together a logo for your Airtable grade, click on the Add together a Logo icon on the elevation of the class. Do note though that this is a Premium Airtable option and requires a Pro Airtable account. This is not bachelor in the Free or Pro Trial version.
   
2. If y'all wish to add a comprehend image, you tin can besides double click on the Add Cover Image icon on top of the grade. This is also a premium version option.
   
3. If you desire to rearrange the position of the input boxes, click and drag the boxes as you see fit.
4. If you wish to remove an existing field on the course, click and elevate that text box to the left and so driblet it on the box labeled Drag and drop fields here to hide.
   
5. If you want to delete all existing fields, click on Remove All on the Fields menu.
   
6. If y'all deleted all the fields but desire to add them all back, click on Add All.
   
7. If you want to create a new text box, click on +Add a field to this table. Practice note that this volition likewise add another column to the existing Airtable base.
   

Editing the Fields

Course Title Field

1. To change the grade name, click on the grade championship and then change the text as desired. If you wish to add further summary or explanation of the course, enter the text in the Add a clarification for this form box.
   

Outset Field

1. In the start field, y'all can change the championship by clicking the name and editing the text. This will not touch the title of the bodily Airtable base of operations.
   
2. To add aid text, click on the Add some help text box then input your message. This message will only be visible when the user hovers over that detail field.
   
3. On the upper left of the Field box, yous will see the field name as related to the column header of the Airtable base. Clicking it will bring upwardly several options, namely, Customize the field type, Edit field permissions, Indistinguishable field, and Delete field.
   
4. Duplicate field creates a new field box with all the settings of the duplicated field.
   
5. Delete field removes the field from the grade.
   
6. Edit field permissions designate the people that take the ability to edit the values in this field. This can be ready to either Editor and up, Creators and upward, Specific users, and Nobody. Owners of the course volition ever have editing permission. Setting the Edit field permission to Nobody will only allow the owner to modify the values in that field.
   
7. Customize field type changes the format of the data that tin be entered into the field. There are several settings, and each has their own descriptions. For example, y'all tin set this field to accept simply text or only numbers. Once fix, click on Salve to keep the changes.
   
8. To the upper right of the field, box is a Required toggle button. Turning this on will mean that a user inbound information tin can not leave this text box blank.
   
9. On the lower portion is a Show field only when conditions are met toggle. This is disabled for the starting time field of the class. Only 2d fields onward tin can be programmed with weather.
   

Second Field onwards

1. All options other than Bear witness field but when weather condition are met are similar to the 2nd fields onwards.
   
2. If you lot toggle on Prove fields just when conditions are met, yous tin can set certain requirements before a particular field becomes visible.
   
3. The first condition starts with When, followed by a previous field proper name, the filter operator, and, depending on the operator, a text box. Field operators are:
   

• Contains – checks if the fix field name has a certain value as indicated in the text box.
• Does not contain – checks if a sure value is not in the previous fix field name.
• Is – checks if the set field name is equal to a certain value in the text box.
• Is not – checks if the set field name is not equal to a certain value in the text box.
• Is empty – checks if in that location is no value in the set field proper name. Note, this tin non be true if the set field name is toggled as required.
• Is not empty – checks if the ready field name has a value. This will always exist truthful if the field proper noun has been toggled every bit required.

Clicking on add condition will create some other condition field operator. The first word on the new condition volition either be And or Or. The And status requires all conditions to be true. The Or status requires at least one status to be true. Multiple weather condition can exist created to create linked And and Or conditions.

Form Completion Options

At that place are also several options that you tin choose to toggle on and off for after your user completes the form. These options are:

How to Create a Form in Airtable from an iPhone

The Airtable mobile app doesn't natively support the creation or viewing of forms. If y'all wish to access forms in the mobile version of Airtable, create a new form using the desktop version, then utilise a share link in order for the form to be accessible to other devices. Please refer to the desktop Airtable instructions to learn how to create an Airtable form.

How to Create a Grade in AirTable from an Android Device

As mentioned in the iPhone instructions, the Airtable mobile app does not back up creating or viewing forms. Create a share link to connect your desktop-created form to your mobile app. Refer to the previous instructions for the desktop version to create your form.

A Very Powerful Tool

Forms are very powerful tools when y'all need to collect data. The ability to create a digital form quite easily is what makes Airtable a handy awarding to have. The process may seem a bit complicated at start, but it gets simpler the more you lot use information technology. Knowing how to create a grade in Airtable is a keen advantage whether you apply it in education, business concern, or elementary information-keeping.

Have y'all had whatever feel regarding how to create a form in Airtable? Do you know of other ways to create and use Airtable forms? Share your thoughts in the comments section below.

Source: https://www.alphr.com/how-to-create-a-form-in-airtable/

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