In tables where you want to capture or collect new information, there’s a great opportunity to create an Airtable form. Right now, the Content calendar base has several tables tracking different dimensions of this workflow: Content pipeline, campaigns, team and assets. Streamline information gatheringĪ table contains a list of items of the same type-like people, ideas, or projects and what you organize in your table depends on your workflow. With Airtable, you can create a custom form that standardizes what is submitted in each new request, ensuring you have all the context you need to start working immediately. Imagine you’re collecting content requests from across your team. Streamline your work in minutes with a structured form that captures every detail, each time it’s submitted. Whether you’re reviewing job applications or receiving project requests, there are a lot of details to wrangle and you don’t want anything important to get overlooked. User field type - If your form is internal-facing and submitters have base access, consider using this field to track submissions.Ĭoncepts covered: table, form editor, fieldĬollecting information from teammates or external stakeholders can get chaotic quickly. Linked Record Field - Helpful for tracking submissions and/or connecting submissions to other parts of your base.Interface layout: Form - If you have an audience that uses an interface, consider creating a form layout in an interface instead.Guide to using the form view - Other form view considerations are covered in this article."Owner" or "Creator" permissions are needed to create new form views as described in the article below Platform(s) Web/Browser, Mac app, and Windows app Related reading Introduction Plan availability All plan types/levels Permissions By the end of this guide, you’ll be able to collect information from anyone and put it to use-all within Airtable. In this guide, you’ll learn step-by-step how to create, customize and share an Airtable form. With Airtable forms, you can collect information from anyone with a custom form that plugs directly into your workflow. Whether it’s product feedback, a job application, or new project requests-there’s important information you need to collect from others that’s essential to your work.
0 Comments
Leave a Reply. |