Pre-filling a form based off a row where a button is pressed

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Looking for some advice.

I have a meeting notes table, where I can automatically send meeting notes to all attendees. I would like to attach a link to the meeting notes (was going to use another canvas tab and concatenate that with the meeting notes to format something pretty) that opens up a survey. All of that is fairly self-explanatory.

The tricky part: how would the form link I send auto-fill the client based off of the row in the meetings which has the client column? And furthermore, how would I attach the survey results back to the meeting, if and when they fill it out?

Any thoughts would be appreciated. CODA rocks

1 Like
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Hey there!

This video should likely get you across the finish line. Let me know if you have more questions

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Thank you for the great tutorial Scott!

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Thanks Scott! Love your stuff.
This is a bit complicated for my current taste/current ability but I’ll plug away and try it out.

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