I have a form which is for project enquiries
I have a table called CRM
I have a table called Contacts which is related to CRM
When someone adds their name to the form
I want to create an automation or button (whatever is best) where from the form I can add contact name within the contact column but the issue is it doesn’t add the contact properly as its a related column
In the screenshot as you can see when I add it manually it creates the entry but when I use the button it creates but it dosent actually add it to the table
Hey @Fayez_Ben_Ahmed and welcome to the community! Here’s how I would do it:
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Create a text column and call it something like “Contact for Form". I like to use "” in from of all hidden/helper fields. This column will serve as temporary holder for the contact name so you can create a row in Contacts
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On the form hide the Contact relation field and show the “_Contact for Form” field
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Change the label for this field by setting “Add a question or prompt” for it.
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Create an automation for when a form is submitted for CRM
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The automation will have 2 actions
a. Create a new contact in the Contacts CRM. You could also check for dupes here and only submit if it’s a new name
b. Lookup the Contact row and link it to the submitted form row
Here’s a POC and the automation is called “Create CRM Contact Form” so you can see how it works.
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