Best Practices for updating records

I am new to softr and am setting up a client portal for my 1 person company. I have project records that require about 60 fields of data. My plan was to create an airtable for the project record with all these fields but only a few of the fields would get populated when the project is created. Then the client would need to log into the portal to fill out the rest of the fields. So my hope was that a form would be able to pull in the basic fields that are already completed and the user could then do all the rest. I am not seeing any easy way to do this in a form. It looks like I could do this with an action button, but I think it would need to be done only a few fields at a time. It’s not terrible, but not ideal. Is there any other way I could do this?

Hey @Redwolf !
Thanks for sharing the details of your setup! You’re correct that Softr forms are primarily designed to create new records rather than update existing ones. Unfortunately, dynamic prefilling in forms (autopopulating fields with existing data) is not yet supported.
Here are 2 options that you can consider.

Option 1: Item Detail Block with an Edit Action Button

You can use an Item Detail Block that displays the project record fields already populated in Airtable.

  • Add an Edit Action Button to this block, which opens up a form-like interface where users can update the record fields directly.
  • This option allows clients to view and edit the record without creating a new one.

Option 2: User Profile Block

If the client has access to their own project or personalized data:

  • Set up a User Profile Block that pulls in relevant project fields from Airtable.

Best,

Thank you. This is basically what I had done anyway so I am glad I worked towards what you prescribed!

Great to hear that!