WS Form Airtable Addon v1.0.8 - WordPress Plugin

The Airtable add-on lets you push form submissions as new rows in a table and create new forms from Airtable in a single click on the add form page. Installation The Airtable plugin is installed in the same way as installing the WS Form PRO plugin. Once installed you will need to activate the license for the plugin. When you purchase the Airtable plugin, you will be given a license key.

If you have lost your license key(s), click here. To activate your license key: Click WS Form in the WordPress administration menu. Click Settings. Click the Airtable tab at the top of the page. Enter your license key. Click the Activate button. If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Connecting to Airtable In order to use the add-on, you need to connect it to Airtable. Connecting is easy! Click WS Form in the WordPress administration menu. Click Settings. Click the Airtable tab at the top of the page. Click Connect and follow the onscreen prompts If you do not have a Airtable account, you can create a new account here. Creating a Form for Airtable Automatically WS Form can create a form for any of your Airtable tables in a single click.

This process not only creates a form but also fully configures WS Form so that the form is ready to use immediately. To create a Airtable form in WS Form: Click WS Form in the WordPress administration menu. Click Add New. Select the Airtable tab at the top of the page. Click on any of your bases. A modal will pop-up from which you should select the table within Airtable base you want to push form submissions to.

Wait a few moments while the form is created. That’s it! Your form will be created and is ready to add to your website. If your Airtable base does not appear, click the refresh icon in the Airtable tab. Manually It is also possible to use any form created in WS Form and add an action so that it is added as a row to a Airtable table form when a user saves or submits their form.

Your Airtable table should, at minimum, have columns of field headings in the first row. To add a Airtable action: When editing your form, click the Actions icon at the top of the page. The Actions sidebar will open on the right-hand side of the page. Click the Add icon to add a new action. Select Add to Airtable from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click to the Save button at the bottom to save your changes, or click Cancel to disregard your changes. The Airtable action settings are as follows: When Should This Action Run? You can choose to run the Airtable action when the form is saved, submitted, or both. Opt-In Field Use this setting to select which of your fields to act as the opt-in field.

We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked opt-in checkbox on your forms to ensure you comply with GDPR requirements. Update Record ID By default, WS Form will create a new table row. If you enter a record ID you can update an individual row in your table. To find a record ID, you can click the Expand Record icon in Airtable and then look for the record ID in the URL that begins with rec.

Learn more. WS Form variables can also be used in this field. Update Method If an update record ID has been specified, you can choose which method should be used with the record is updated. There are two options: Update mapped fields This option will update any fields than have been mapped. Any fields that are not mapped will be left as is. Replace record This option will update any fields than have been mapped.

Any fields that are not mapped will be set blank. Field Mapping Field mapping tells WS Form which of your form fields relate to the corresponding column in Airtable. For example you would want to map your Email field to the Email column in Airtable. To map a field: Click the Add icon at the bottom right of the field mapping section. In the left-hand column, select your form field.

In the right-hand column, select the corresponding Airtable column heading. Repeat this process for each field on your form. Click the Save button at the bottom of the sidebar to save your changes. Custom Mapping Custom mapping allows you to set a Airtable cell to any value you wish, including the use of WS Form variables. For example, you might want to map a lead source to a cell in your sheet.

To add a custom mapping: Click the Add icon at the bottom right of the custom mapping section. In the left-hand column, enter a value or a WS Form variable. In the center column, select the corresponding Airtable table column. In the right-hand column. select the cell format. Repeat this process for each custom mapping you require. Click the Save button at the bottom of the sidebar to save your changes.

Comments Comments can also be added to a record when it is added or updated. To add a comment: Click the Add icon at the bottom right of the comments section. Enter a comment. WS Form variables can be used here. Click the Save button at the bottom of the sidebar to save your changes.