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See more Fields in the Form Field Types - Airtable and On2Air Forms
In this article
- 📽 How to Get Started with Linked Records
- How to Add a Field to Your Form
- Field Configuration
- Field Labels
- Field Status - Display Mode
- Field Defaults
- URL Prefill Settings - Pre-Populated Fields
- Display Configuration
- Display Fields
- How to Format Your Linked Records Display
- SubForms Configuration (Create/Edit Linked Record Forms)
- SubForm Permissions
- Build a Linked Record SubForm - (Manage Create/Edit SubForm)
- Lookup Search Configuration
- Search Fields
- Sort Fields
- Lookup Filter Configuration
- 🎥 Use On2Air Forms to Filter Airtable Records Based on Selection (Parent/Child Fields) - Linked Records
- Extra Options - View Advanced Options
- Table and Column Properties
- Search Properties
- Controls Properties - Buttons, Icons, Labels
- User Guides for Customizing
- Danger Zone
📽 How to Get Started with Linked Records
How to Add a Field to Your Form
Here’s how to add Airtable Fields or On2Air Custom Fields to your Form
Field Configuration
The Field Configuration includes options to give your field a title, add subtitles and helper text, the display mode of the field, field default values, and URL prefills
Field Labels
Title
- Add a title to be displayed above the field as the main name. To leave blank, add a single space
By default, this is the name of your field in Airtable. You can use a different field name than your base and it will not affect the field name in your base.
Sub Title
- Add a subtitle to be displayed above the field. To leave blank, add a single space
You can use text in this field and you can use Markdown to increase text size, bold, or italics
Related: Use Markdown with On2Air Forms
Helper Text
- Add helper text to be displayed below the field. To leave blank, add a single space
You can use text in this field and you can use Markdown to increase text size, bold, or italics
Related: Use Markdown with On2Air Forms
Example:
Field Status - Display Mode
Select Display Mode
- Choose how you want this field displayed on the form
Options:
Optional Field - Standard, editable field - Form user can complete this field, but it is not required
Required Field - Standard, editable field - Form user is required to complete this field
Disabled Field - Standard, non-editable field - Form user can view, but not edit
Display Field - Display the field as Text or other format
Hidden Field - This field will not be displayed for the form user, only internally
Field Defaults
Default Value
- Add a default value to this field that is automatically added to the form field
Depending on the Display Mode you choose, this field value may or may not be editable
To disable editing a default value, choose a Display Mode of Disabled, Display, or Hidden
Use Default on Edit if Empty
- Enable if you want to use the default value on Record Edits if the field has no value when the form is submitted
URL Prefill Settings - Pre-Populated Fields
You can add pre-populated data to your form fields to make it easier for your form user. You can do this with URL Prefills in On2Air Forms.
URL Prefill Key - The Key used to set this field value from the URL (i.e. ?key=value). Remove key to disable URL Prefills for this field.
For Linked Record URL Prefills
URL Linked Field
- Select your initial field from Linked Table to compare with URL value. Leave blank to use Record ID values
URL Case Sensitive
- Enable if the prefill URL value is case sensitive, meaning it needs to match uppercase, lowercase, etc. exactly
Display Configuration
Display Configuration is where you’ll choose what Fields display on both your Linked Record table and in Linked Records lookup/search displayed on your form. Any fields you will need on your table or lookup/search must be added from here. There are options on each field to display or hide it on the table and/or lookup.
Display Fields
- Choose the fields you want displayed on the Table and Lookup
How to Format Your Linked Records Display
- Click Add/Remove Fields
- Choose any field you want displayed on your form table and click the > arrow. To add all fields, click >> and then click Done
- Once you’ve added your fields to the Display, click on each field and set up the Field Configuration options
- Display on Table Listing - displays the field value on the table of the main form
- Display on Lookup - displays the field value on the Search lookup
- Column Header - add a custom table column name; leave blank to use the Field Name
- Display Template - add a custom text template surrounding your field value; use {{VALUE}} as a placeholder for your field value
- Example: If you want a $ symbol before the value, use ${{VALUE}}
- Lookup Display Position - Determines where on the record in the Lookup Display your data value will appear. Depending if you’ve set other Lookup Displays on fields, you will see Primary, Secondary, Image, or Sub Fields as options
- See Image below for location of Lookup Display positions
Advanced Format Options - advanced formatting options for each field. Will display different options depending on the field type - Learn more about adding advanced formatting to your fields.
SubForms Configuration (Create/Edit Linked Record Forms)
With SubForms, you can create a form within your form in order to update multiple tables in your Airtable base with one form. SubForms are created within Linked Record (+ SubForms) Fields.
SubForm Permissions
You can set specific permissions for your SubForm records. You can allow or disallow creating new records, updating existing records, bulk record updates, lookup existing records, removal of existing record, bulk removing existing records, and ordering of records.
Allow Create New - Allow a form user to create new Airtable records in the SubForm
Allow Update of Existing- Allow a form user to update existing Airtable records in the SubForm
Allow Bulk Updates- Allow a form user to update Airtable records in bulk (multiple records at once) in the SubForm
Allow Lookup Existing - Allow a form user to look up existing Airtable records in the SubForm
Allow Removal of Existing - Allow a form user to remove existing Airtable records already displayed on the SubForm table list
Allow Bulk Removes - Allow a form user to remove existing Airtable records already displayed on the SubForm table list in bulk (multiple records at once)
Allow Ordering - Allow a form user to reorder Airtable records displayed on the SubForm table
Build a Linked Record SubForm - (Manage Create/Edit SubForm)
To create and edit Linked Records, you need to set up the Subform in Subform Configuration.
Lookup Search Configuration
Choose how the fields the form user can use to search Linked records from your Subform fields
Search Fields
- Choose the fields that can be used to Search your linked records
- Open each field and choose the Field Configuration options
- Search Fields Matching Style - Select how searches against the search field will be performed Options: Exact Match - The form user must enter a value that exactly matches a search field value Contains - The form user can enter in values that are contained in the search field values
Case Sensitive - Enable if Search Field needs to match exactly, including uppercase, lowercase, or other
Sort Fields
- Select the fields to be used for sorting search results of field
- Choose a field and then choose Ascending or Descending order
- You can add multiple fields used for sorting by clicking Add new option after the first sort
Sort Fields - Select the fields to be used for sorting results of field
- Choose a field and then choose Ascending or Descending order
- You can add multiple fields used for sorting by clicking Add new option after the first sort
Lookup Filter Configuration
The Lookup Filter allows you to limit what data can be viewed or edited in the Linked Record field.
🎥 Use On2Air Forms to Filter Airtable Records Based on Selection (Parent/Child Fields) - Linked Records
Parent Link Mode - Determine how to link Parent field to this field
Options: Field Match - Match to exact field Custom Formula - Create a filtered search using an Airtable formula
Parent Source Field - Choose the Parent Source field
Parent Matching Style - Select how to link fields with Parent field
Options: Exact Match Contains Does Not Contain Does Not Equal
Case Sensitive - Enable if Parent Field needs to match exactly, including upper case, lower case, or other case
Extra Options - View Advanced Options
With Advanced Options, you can further customize your linked record table display.
- Open the Extra Options menu in your Field
- Click View Advanced Options
Advanded/Custom Settings Available
Table and Column Properties
You can use the Advanced settings to make your table Sortable, Scrollable, add a Style, and more.
Name | Description |
---|---|
className | Style class of the column. |
emptyMessage | Add text to display when a table is empty |
footer | Footer content of the column. |
header | Header content of the column. |
rowHeight | Set height of row - use pixels - example: 100px |
scrollable | Enable horizontal scrolling - default is true/enabled |
scrollDirection | |
scrollHeight | |
style | Inline style of the column. |
tableClassName | |
tableStyle | |
Change size of table to small, normal, or large - click for visual example | |
dataType | Depending on the dataType of the column, suitable match modes are displayed. |
exportField | Property of a row data used for exporting, defaults to field. |
filter | Defines if a column can be filtered. |
filterElement | Element for custom filtering. |
filterField | Property of a row data used for filtering, defaults to field. |
filterMatchMode | Defines filterMatchMode; "startsWith", "contains", "endsWith", "equals", "notEquals", "in", "lt", "lte", "gt", "gte" and "custom". |
filterMaxlength | Specifies the maximum number of characters allowed in the filter element. |
filterPlaceholder | Defines placeholder of the input fields. |
filterType | Type of the filter input field. |
headerStyle | Inline style of the header. |
sortable | Defines if a column is sortable. |
sortableDisabled | When enabled, the data of columns with this property cannot be sorted or changed by the user. |
sortField | Property of a row data used for sorting, defaults to field. |
width | Defines the width of the field column - use pixels - example: 50px |
Search Properties
Customize how your linked records are displayed in the Search/Lookup box
Name | Description |
---|---|
card_height | set the card height of the list of linked records in the search box - uses pixels - enter as numerals - example: 100 |
layout | choose layout type of grid or list - default is list |
num_cols | set the number of columns for the grid layout - not applicable to list layout |
instant_single_select | if checked (true), will automatically select the result if only 1 result found and its a Single Select Linked Record |
Controls Properties - Buttons, Icons, Labels
Choose how your buttons, icons, and labels are displayed. Click the Controls toggle, then choose the appropriate setting
Name | Description |
---|---|
full_width | make buttons full width |
classes | Add classes to the following buttons on your form: Cancel, Lookup, Lookup_Disabled, Create, Edit, Display, Order, Remove, Grouping - See available options |
disabled | Disable the following buttons on your form: Cancel, Lookup, Create, Edit, Display, Order, Remove - click the checkbox to disable the corresponding button |
tooltip | Add a tooltip to the following buttons on your form: Cancel, Lookup, Lookup_Disabled, Create, Edit, Display, Order, Remove |
styles | Add any valid CSS style to the following buttons on your form: Cancel, Lookup, Lookup_Disabled, Create, Edit, Display, Order, Remove, Grouping |
labels | Add text labels to the following buttons on your form: Cancel, Lookup, Lookup_Disabled, Create, Edit, Display, Order, Remove - Example: If you want your button to say Create Estimate, just type Create Estimate in the button label field |
icon | Add icons to the following buttons on your form: Cancel, Lookup, Create, Edit, Display, Order, Remove - See the list of available icons - Enter the icon shortcode - Example: pi-camera will add the camera icon |
singular | add a singular label for your linked record name |
plural | add a plural label for your linked record name - displays when no records are chosen on your form |
User Guides for Customizing
Danger Zone
Remove - Remove the field from your form