Forms connected to specific Records

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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.

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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.

3 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

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5

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

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6

Hi @R.J So when the link is auto generated it instead creates this Tape

Which fills in the word meta_recordId instead of the actual record ID.

Here is the code I entered below not sure what I am doing wrong

formurl?
prefill.RelatedJobID=@Record ID

7

Hi @femi,

Did you use a calculation field?

Thanks,
Best,
R.J.

8

Yes I did, but the link that is generated it fills meta_recordId in the form field instead of my record ID.

9

Hi @femi,
Alright, without seeing the actual code is a bit more difficult, but let’s try. I guess your problem might be in the url “crafting”. Make sure of doing something like:

var a = @Record ID

const b = ‘Tape’;
const u = prefill.single_line_text=${@Record ID};

const file_url = ${ b }${ u };

You could be missing this “${}”.

I hope this works for you.
Best,
R.J.

10

Hey RJ I attached a picture of my code, thanks for your help I am far from a programmer just been using logic, reddit and this community to make my buildout

Screenshot 2025-07-26 at 9.10.01 PM
Screenshot 2025-07-26 at 9.10.01 PM1038×1210 87.7 KB

11

Try this

"https://share.tapeapp.com/ab54856a11d3430eb195bfa5a977e495?prefill.RelatedJobID="+@Record ID
12

It shows the record number now in the generated url but doesn’t prefill on the form. I’ll keep playing around with it not sure what’s causing this

13

Hi @femi,
I saw the picture and guess you went John’s way. As for the prefill, you might have missed the correct name of the field. To double check, make sure you are picking the app where the record is going to be created when the form is submitted (App B) and then pick the correct name of the field in developer’s menu.

Best,
R.J.

14

(the correct name of the field = “External ID” of the desired field) → 🆕 Copy field information from the app developer menu

15

Thank you RJ, everything works fine now

16

Thank you!

I think what i was missing was what RJ mentioned, using the actual developers field name for that field in the form

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