Updating customer records forms


03-Jan-2020 17:45

If I could provide users with a form for enrolling students that would be a huge help. each session has associated data that is editable by administrators (like Room Assignment, Skill Level, etc) and data editable by Session Planners.A form would allow planners to be able to look up their sessions and make changes (say...a speaker needs to be removed) without having access to things they can break.We have a few different scenarios where we want to use forms to allow certain people to edit data. We have a number of customers we attempt to collaborate with on Airtable.We're currently letting the customer export their Airtable view, make edits to the CSV, and then submit back to us so that we can update the Airtable manually for them.We need to restrict the customer to just their filtered view though because we track all our customers in one base and even on that same table.I loved the ability to change records while staying in a form view.I really like the overall approach that Air Table has taken to UI.

With that said, it would be better from the client perspective if we could give them a controlled easy-to-use interface to edit the data.That's the idea - not sure it makes sense but I'm happy to try to explain in more detail!



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