What are Airtable Forms?
Airtable is a popular tool that has become the go-to collaboration platform. It provides several features to help streamline the workflow. Airtable is a database that allows you to organise your work and manage tasks. It is also great for storing inventories and tracking events.
When working with forms in Airtable, you can create custom fields that allow you to collect specific types of information. This makes the app very practical for saving expenses, creating polls, gathering RSVPs, and calculating demographics and consumer data— to name a few examples.
From Airtable, you can automatically generate forms for your company. They have many customisation options to make them look and feel the way you want.
How to create a form on Airtable?
If you’re still a rookie and need help getting started, try this Airtable Forms step-by-step guide.
Create a form
We’ve been collecting data from different sources for a while. It can be frustrating when we forget to check some pieces of information, but using a structured form can allow us to capture and organise all details easily.
There are many guidelines that you should follow before this process. Once you have the table and form, note the following step: Bring it to life by uploading a spreadsheet and adding fields.
Also, you may follow these steps!
To create the first fundamental form that is a template of your project and build your Airtable form:
- First, go to the Form View tile found on the Airtable base. The option is located across from the Add/View tab. Your next step is going to be clicking on Form.
- You may have noticed the new icon under the Views tab. Once you click on it, the tab changes so that the word is in bold with a checkmark, followed by a form.
- All of the columns within the Airtable design will be automatically created when you go to create a form.
Edit your form
Once you have created an Airtable form, you can customise the fields to be visible or invisible for visitors. You can also arrange them through the drag-and-drop features and quickly organise them. You can also add logos, images and other adjustments to improve the interface of your spreadsheet or make it easier to understand.
You can edit the form by doing the following:
- Click on the “Add a Logo” icon at the top of all Airtable’s forms. This is available in both the Free Airtable and Pro Airtable versions but will be more useful in the Pro version.
- You can also add an image to your form by clicking on the “Add Cover Image” button located at the top of the form. This is a premium option that you must purchase separately.
- If you want to rearrange their position in the input boxes, just click and drag them around.
- If you wish to remove a field on the form, click and drag that text box to the left, then drop it on the field where you want it to be.
- If you want to delete all fields, click on the ‘Remove All Fields‘ button in the Fields menu.
- If you want to add all the fields but have a list of them saved somewhere, then click on Add All.
- You now have the option of creating a new text box that can be conveniently added to the table. This will also add a new column that you can further customise.
Share your form to collect submissions.
Were you sharing your form with partners or a target group within an organisation? That’s great. You can send them your form as soon as it is ready, and they will be able to work on it right away. Once they are done, you can share the final product to close any feedback loops. You can quickly share your form access link with people, and they can submit their data without signing in. Once you start getting submissions, you can collect, edit, update data and achieve other functions.
Organise submissions
It is time to process your data. Without form submission, you would need to sort everything manually. New subscriptions appear as new records after organising the data in your table. You can filter information in the table to review.
How to Create a Form in Airtable from an iPhone
If you want to create or view forms on the mobile version of Airtable, sign up for a free account, and you can access forms in your web browser. There is one caveat: there’s no native form-creation experience on mobile. You’ll have to create your form using the desktop version and share it on iOS/Android. The desktop Airtable app has a built-in form-creator that will allow you to create a digital form without any extra software. You should use that tool to add fields and inputs to your form and share it with your team members!
How to Create a Form in AirTable from an Android Device
As there is no way to create or view forms in the Airtable app using an android device, the best way to connect your desktop-created form with your mobile app is to create a share link which you can then download and take on the desktop.
Conclusion
Forms are a powerful tool when you need to collect data precisely because they can be easily created with Airtable. What makes it so valuable is doing everything from your mobile device. Setting up, managing and developing a form in Airtable may seem complicated at first but it gets more and more simple with time. Once you get the hang of it, you’ll reap the rewards of this tech in many different areas.
Do you have any experience creating a form with Airtable’s? If so, share your thoughts below!
FAQs
How do I create a fillable form in Airtable?
The first step is to create a new Airtable project and fill out the form fields with the necessary information. If you are creating a new form, make sure that your fields are spelled correctly and that there are no typos in the labels or descriptions of the fields. Once you have created your form, you can invite collaborators or assign it to an existing Airtable project.
When filling out the form, make sure that you only enter values once and use commas for spacing between entries instead of tabs since they will appear as spaces on mobile devices.
How do forms work in Airtable?
Airtable is an online database platform that lets you create and share forms with others. It provides features such as viewing, editing, printing, and sharing forms with others. Airtable is a perfect tool for those who need to collect data from multiple sources or just want to record personal thoughts on paper without the hassle of keeping track of papers and notebooks.
