Create advanced forms for Airtable to add or edit records

Airtable's built-in form offers a quick and easy way to collect data from users, but the options are fairly limited: the form cannot be split into sections, business logic is restricted, and branding cannot be applied.

With Plumsail Forms, setting up a form in Airtable is not only possible but also goes a step further, allowing you to create forms with advanced features. Let's explore how to set up a form in Airtable using Plumsail Forms and how it differs from Airtable's built-in form functionality.

Further in the article:

1. How to set up form in Airtable
   • Connect form to Airtable and get table fields
   • Share form and collect data to Airtable
   • Edit records in Airtable from a webform
2. Advanced features of Plumsail Forms for Airtable
   • Split Airtable form into sections using Wizard
   • Add custom business logic with JavaScript
   • Customize the look of your Airtable forms
3. Get started with advanced Airtable forms

How to set up form in Airtable

Connect form to Airtable and get table fields

It's extremely easy to connect Plumsail Forms to Airtable. All you need to do after you start creating your form, is to allow access to Airtable:

This will allow you to select specific table with which form needs to be connected:

Once connected, you will be able to add Airtable fields to the form - these fields are based on columns in Airtable and are automatically saved on submit:

Share form and collect data to Airtable

Once the form is ready to go and you're satisfied with field placement and look, share it with others:

And all their submits will be automatically transferred to Airtable:

Edit records in Airtable from a webform

You can also use Plumsail Forms for editing records in Airtable by adding a button or a link to each record:

Clicking on one will open a Form with all the information already supplied, ready to change:

Advanced features of Plumsail Forms for Airtable

Split Airtable form into sections using Wizard

When you design a form in Plumsail Forms web editor, you can add containers such as Tabs, Accordion, and Wizard to split the form into sections. The most popular option is the Wizard container:

Wizard container allows to split a form into steps, each one has to be completed before going to the next step.

Drop the container onto the form, add steps that you want a user to fill out, and then drop fields into these steps:

Making fields required will prevent user from going to the next step or submitting the form without filling them out:

Add custom business logic with JavaScript

Once you've designed your Airtable form, you can further improve it with custom JavaScript logic.

For example:

• Hide and show sections based on previous answers
• Make fields required only in certain conditions
• Skip steps in the Wizard if some option is selected
• Calculate prices and total value

Here's an article on how to handle most cases working with fields, and here's more info about the Wizard container.

Customize the look of your Airtable forms

Plumsail Forms themes can be tailored to your requirements. You can choose one of the pre-designed themes or create a custom theme from scratch. You can change the form's primary colors and font style as well as add CSS code to achieve the exact look you're going for.

You can also design a Sharing page that matches your company's branding and use it for all forms by default. Change colors, background, add headers and logos. You can mix forms and page designs to make the form more engaging.

Also, embedding a Plumsail form into any website or platform is super easy. Copy the code snippet from the form settings and paste it into your website. You can simply follow a step-by-step instructions for the most popular platforms like WordPress, Wix, Tilda, Shopify, etc.

Get started with advanced Airtable forms

With Plumsail Forms, you will be able to create custom forms to add records to Airtable and use them for editing records as well. These forms for Airtable can have your branding, conditional business logic, custom notifications, allow you to use containers such as Wizard or Tabs, and advanced controls such as Data Table or Likert Scale.

You can check out Plumsail Forms product here, it includes a free plan with a limited amount of submissions. And we’ll be glad to answer any of your questions in our community forum.