Forms connected to specific Records

🙏 Ask the Community
1

Hello everyone, not sure if this is possible or if someone knows how. I have an app for work orders and I want to be able to do a couple things:

  • Email work orders to couple contractors from the push of a button.( I believe I know how to set this up)
  • Decide on which bid and send emails for who it’s awarded to ( I believe I know how to set this up as well)
  • I need to also receive back bids or responses and track in them in my app. ( This is where my main issue is)

I’m thinking i can use a tape form and share a link to contractors for their bid, but how do I automatically connect the submitted bids to the matching work order. The form needs to have a way to link back to each work order record vs the work order app.

Any help is appreciated

2

Can you give your work order an ID, and then have them include the ID when they submit their bid. Then you can search for the work order, and connect them.

1 Like
3

Hi @femi,
I would go John’s way. Here you have some more details:

  1. Clone App A (your main app) or create another App B with the needed fields.

  2. Add a hidden number field to include the Record ID in App A.

  3. Create an automation to fill this number field on creation with the Record ID (if needed for the already created records you could manually run on all the records).

  4. Create a form for App B with a hidden single line field where we are going to include the Record ID from App A.

  5. Create an automation on form submission that checks the single line field against the Record ID in App A, if found then do whatever you want like copy your bids and optionally delete the record created in App B.

  6. If you want you can create a button/link/embed for the form and fill it already with the needed information in App A. You can fill you url and have it automatically ready with up to date info using this:

your_formurl ?prefill.FieldName1=FieldValue1&prefill.FieldName2=FieldValue2&prefill.FieldRecordID=App_A_Record_ID

At the moment and using Tape forms in the current state this is it. In the future this is supposed to be easier having more control on what happens on submission and fields for the Tape forms.

You could also get away without steps 2) and 3) by directly filling the url in a calculation field in App A and include it using @RecordID but I just wanted to make it explicitly visible for you to see all the way.

Also, there are other ways using other form providers (and without having to create any other Apps or clones) but I thought you were asking in regards to Tape Forms. If you want some additional alternative I can explain some other ways.

Thanks.
Best,
R.J.

2 Likes
4

This seems like a good workaround but i believe the goal is to have them just automatically go into the record either in a note section or as a relation

1 Like
5

This is perfect I’ll give this a try and update

1 Like