I can't thank you enough!! The things i've learned from just two of your videos is unreal. I love airtable but was struugling how to handover the CRM. I can confidently create a dashboard and not have to bare the cost of adding them a paid user Thank you so much
Thank you so much for this detailed tutorial! ☺ I figured out that for Free users, you can put the Client Portal Interface redirect URL in the form's Message field!
Hi Dan! You just solved a major problem for me! I have some users on my teams that just need to update attachments and statuses and my bill is getting pretty high with almost no usage of the users. For the attachments part I now know how to do it, but for the status update part the user is an external collaborator who is used to bulk update statuses in all records. Is there a way to do this without opening a form for each record? Thanks in advance 🙏🏼
As long as there is some common identifier that you could use to find the records in question via the automation, then you would be able to update all statuses.
This is amazing Dan it looks like exactly what i need! ..but i am left feeling like an idiot here cause no matter what i do in terms of trying to recreate the "update task from update form" automation it shows me that i have "Received invalid inputs". i am just following the video verbatim and using your template (thanks for that). Any idea what the heck i may be doing wrong here...
Hi Dan. One thing I do not see mentioned in the comments (I only watched half of the vid before finding out about this issue in airtable) is that if I take this route and I share an interface, technically savvy users can look at hidden fields in network logs. Airtable warns "Conditionally hidden field values on record detail pages can always be accessed. In the example, “Estimated Value” is only shown when the opportunity Priority is “Very Low.” However, in the network logs, you can always see the “Estimated Value” for each record no matter what the Priority field is set to." Is this correct? Essentially if I use an interface and I have hidden fields under "data", technically savvy users can see the hidden fields?
Compared to password-less (paid) solutions like Glide, I find it awkward to ask my clients to create an Airtable account. Fillout forms have a generous free tier and deep Airtable integration including update record-forms. Using those would be easier than Airtable's native forms.
For the forms part? I'd agree. Not sure what you'd do with Fillout for the lists, etc. Overall, wanted to show a native-Airtable solution, but agree that Fillout helps with a lot of use cases!
@@danleeman I totally get it.. there's something great about just using Airtable. In my case, we're sharing Airtable views that have a button field that opens a Fillout form unique to each record. From a user perspective it feels more elegant (I also really like the Fillout user experiences).. but I get that it does introduce an additional service. Thanks for your content! It's really great and been helpful in understanding Airtable/Fillout, etc.
You dont know how much you've just helped me... Legend!
I can't thank you enough!!
The things i've learned from just two of your videos is unreal.
I love airtable but was struugling how to handover the CRM.
I can confidently create a dashboard and not have to bare the cost of adding them a paid user
Thank you so much
Awesome, glad this was helpful!
OMG Dan! thanks so much
this is the first video to have such a detailed no BS way to create a free portal with airtable!
Thank you so much for this detailed tutorial! ☺ I figured out that for Free users, you can put the Client Portal Interface redirect URL in the form's Message field!
Excellent. Thank you.
Thanks very much for this, Dan- a great way of creating a client portal on Airtable 😊👍
Viv
Thank you Dan!
Hi Dan! You just solved a major problem for me! I have some users on my teams that just need to update attachments and statuses and my bill is getting pretty high with almost no usage of the users. For the attachments part I now know how to do it, but for the status update part the user is an external collaborator who is used to bulk update statuses in all records. Is there a way to do this without opening a form for each record? Thanks in advance 🙏🏼
As long as there is some common identifier that you could use to find the records in question via the automation, then you would be able to update all statuses.
This is amazing Dan it looks like exactly what i need! ..but i am left feeling like an idiot here cause no matter what i do in terms of trying to recreate the "update task from update form" automation it shows me that i have "Received invalid inputs". i am just following the video verbatim and using your template (thanks for that). Any idea what the heck i may be doing wrong here...
Hi Dan. One thing I do not see mentioned in the comments (I only watched half of the vid before finding out about this issue in airtable) is that if I take this route and I share an interface, technically savvy users can look at hidden fields in network logs. Airtable warns "Conditionally hidden field values on record detail pages can always be accessed. In the example, “Estimated Value” is only shown when the opportunity Priority is “Very Low.” However, in the network logs, you can always see the “Estimated Value” for each record no matter what the Priority field is set to."
Is this correct? Essentially if I use an interface and I have hidden fields under "data", technically savvy users can see the hidden fields?
Which tool did you use to record this video?
Thank you
Compared to password-less (paid) solutions like Glide, I find it awkward to ask my clients to create an Airtable account.
Fillout forms have a generous free tier and deep Airtable integration including update record-forms. Using those would be easier than Airtable's native forms.
I like how the forms are in this way, but it's not allowing me to add when using the app.
This is great but Fillout’s free tier seems like it’ll do the same a bit more elegantly.
For the forms part? I'd agree. Not sure what you'd do with Fillout for the lists, etc. Overall, wanted to show a native-Airtable solution, but agree that Fillout helps with a lot of use cases!
@@danleeman I totally get it.. there's something great about just using Airtable. In my case, we're sharing Airtable views that have a button field that opens a Fillout form unique to each record. From a user perspective it feels more elegant (I also really like the Fillout user experiences).. but I get that it does introduce an additional service.
Thanks for your content! It's really great and been helpful in understanding Airtable/Fillout, etc.
Or... OR! and hear me out... Airtable could just make data entry free 🤷🏾♂ 😮💨