![]() ![]() Imagine you’re collecting content requests from across your team. 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. 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. Right now, the Content calendar base has several tables tracking different dimensions of this workflow: Content pipeline, campaigns, team and assets. ![]() In tables where you want to capture or collect new information, there’s a great opportunity to create an Airtable form. With a form, you can collect information from anyone and save it automatically to any table in your base. For example, the Content pipeline table tracks a list of all content-once a form is created in this table, any new submissions will populate alongside the existing content in that table. → Decide which table you’d like to collect new information. In this guide, feel free to follow along with this guide using this C ontent calendar template, or create your own-the same steps to creating a form apply regardless of your workflow! Create your new formĬreate a form tailored to the way you’re already working in a second by adding a form view to the table you want to capture new information. The details you’re tracking in your workflow are unique-instead of starting from scratch building your form, forms in Airtable are automatically generated based on the fields you’ve already added to your table. You can get relevant, structured input by matching rich field types to the key information you want to capture in your form. Capture important dates with date field, collect files such as images or PDFs with attachment field, or let submitters choose from a dropdown list with single select field. If you need to capture additional information, you can add additional fields by selecting + Add a field to this table in the form builder. → Go ahead and create your own form! Navigate to the table you’d like to collect information in, expand the view sidebar, and select the Form + under Create a view. Once you’ve created the form, give it a name-the name of your form should match the purpose that form serves, such “job application form” or “new content request form” Step 2: Customize your formĬoncepts covered: customize form fields, conditional form fieldsĭon’t let long or confusing forms get in the way of great work. Regardless of what you plan to collect, make sure your form is simple and clear to navigate to ensure those you send it to can easily complete it. Now that you’ve created your new form, you’re ready to start customizing what submitters see and how they can interact with it. You can tailor an Airtable form to your specific needs in the form builder-a customizable, drag and drop editable version of your form that gives you a preview of what submitters will see once it’s shared. ![]()
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