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Build advanced conditional forms for Airtable with Softr
Try Softr here: dub.sh/conditional-forms
Get 1 month Pro Plan free - use code: AUTOMATED_1MONTH_PRO
Softr template link: dub.sh/softr-client-portal
🚀 Discover how to streamline your data collection and management by building advanced conditional forms in Airtable using Softr. This detailed tutorial will guide you through each step, ensuring you can implement sophisticated form logic effortlessly.
In this tutorial, we delve into the powerful capabilities of Softr to create advanced conditional forms specifically designed for Airtable users. As businesses increasingly rely on dynamic forms to gather and manage data, Softr provides an intuitive platform that simplifies this process with its conditional logic capabilities. Whether you're a novice or a seasoned developer, this video will equip you with the knowledge to enhance your forms, making them more responsive and tailored to your needs.
Starting with an overview, we quickly move to an introduction to what conditional forms are and why they are critical for effective data management. This segment sets the stage by explaining the benefits of using conditional forms to ensure that data collection is both efficient and relevant to users' specific contexts.
The tutorial progresses by walking viewers through the actual steps of building conditional forms in Softr. From adding simple conditional fields like dropdowns to implementing complex logic that controls the visibility of form sections based on user responses, each part of the process is covered in detail. These demonstrations are practical and easy to follow, ensuring that even those new to Softr can successfully implement these features.
An essential part of the video is focused on the real-world application of these forms. By conditionally hiding sections of the form, the tutorial showcases how to create a streamlined user experience, reducing unnecessary clutter and focusing users’ attention where it's needed most. This not only improves the usability of the forms but also enhances the accuracy of the data collected.
Overall, the video serves as a comprehensive guide for anyone looking to integrate more sophisticated form functionalities into their Airtable setups using Softr. By the end of this tutorial, viewers will have a solid understanding of how to apply conditional logic in forms to make their data management processes more adaptive and efficient.
Subscribe to Business Automated for more automation tutorials 🚀:
czcams.com/users/BusinessAutomatedTutorials
Video breakdown:
00:00 Overview
00:26 Introduction to conditional form
02:28 Building conditional forms steps
04:22 Adding dropdown as conditional field
07:00 Building conditional form logic
08:48 Conditionally hiding sections of the form
You can read more on Medium:
business-automated.medium.com/
Business Automated is an independent automation consultancy. If you would like to request custom automation for your business, visit us at www.business-automated.com
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Follow us on Twitter🐦: BAutomated
Read more on Medium 💆‍♂️: business-automated.medium.com/
Check out Blueprints and digital products on Gumroad 🍬🛣 : businessautomated.gumroad.com/
#softr #airtable #qrcode #inventorymanagement
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Komentáře

  • @sarawutpooksongprathum3998

    Thank you

  • @Junedwrites
    @Junedwrites Před 7 dny

    thank you so much sir

  • @Majnu232
    @Majnu232 Před 8 dny

    how easy/difficult would it be to use notion instead of airtable here? Can we still use webhook in the case of a notion base for this?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 dny

      It would not works exactly this way. The tricky part is the output from Notion in Make is set of nodes that needs to be combined into actual block of markdown which is really hard to do by hand so you would have to use an external API like rapidapi.com/glh-glh-default/api/notion-to-markdown/playground Also the trigger for that would not be a Webhook but it would be a Watch changes module in Make. Working on a video how to use Notion as CMS for Webflow

    • @Majnu232
      @Majnu232 Před hodinou

      @@BusinessAutomatedTutorials Thanks! I tried to make the automation last week. The problem: Notion API only gets 2000 characters per block. I thought about splitting text and adding parts one by one, but it's too many operations. Any other ideas?

  • @johnmac-g9j
    @johnmac-g9j Před 13 dny

    Hello, At 28s you say : You will find the link in the description of the vidéo but there is no link ?can someone share the link please thanks for yout reply i appreciate your content very useful !!

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 dny

      Here are links to the other parts Part 1 - Post to Instagram: czcams.com/video/g0Bn6LMO3bs/video.html Part 2 - Instagram Video posts: czcams.com/video/-Mvo1os1UBI/video.html Part 3 - Publish Instagram Reels: czcams.com/video/xtegD5eQZFE/video.html Part 4 - Create Facebook content: czcams.com/video/moVp5eWfEJY/video.html Part 5 - Post to LinkedIn: czcams.com/video/4ytI0_p_gcU/video.html Part 6 - Post to Twitter: czcams.com/video/MseIGTZsuDg/video.html Part 7 - Post to Slack: czcams.com/video/F7Ous34qwdA/video.html Part 8 - Post to Discord: czcams.com/video/k69_kzeqbV4/video.html And demo base here: airtable.com/shrWtCg9YUTY7RGsk

  • @CeviMedTech
    @CeviMedTech Před 15 dny

    awesome!!

  • @rahavier302
    @rahavier302 Před 18 dny

    Hi, my image url isn't working, it just says: DataError Only photo or video can be accepted as media type. (9004, OAuthException) Origin Instagram for Business Automatic error handler If you want to handle this error automatically, choose one of the following options. This will create a new error-handler route in your scenario. You can then expand the route in any way you like. How do I fix this?

  • @cloudywishhh
    @cloudywishhh Před 22 dny

    Is this safe

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 21 dnem

      That greatly depends on what files you would be saving. Definitely do not open files from unknown sources. Make and API connection - that is all good and tested.

  • @unknownbay706
    @unknownbay706 Před 24 dny

    When I run the scenario it shows “[404] image not found , what should I do

  • @CorkyBallasdancewithme

    Hi there here we are June 22, 2024, I would like to post a pic and text on Twitter, if you setup the API with v1 and version2, u can use the Twitter V5 for upload the image and the V6 to post the image. I just can't put the pieces together, I am sure you would breeze through this ..

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 24 dny

      Twitter has been falling apart in terms of API and usability so at some stage I have gave up on making it work, there are too many gaps there.

  • @agoogleuser6937
    @agoogleuser6937 Před 26 dny

    What are the best alternatives to integromat for the same use case?

  • @clairelc6
    @clairelc6 Před měsícem

    Hello! Do you have a set up where I can do a multi photo post to facebook? I can't seem to get that to work

  • @smclean2911
    @smclean2911 Před měsícem

    Total project-saver! Thanks very much!

  • @nataliiaglynkina3650
    @nataliiaglynkina3650 Před měsícem

    Thank you! So useful!

  • @zahraandzee7871
    @zahraandzee7871 Před měsícem

    Hi! Can you help you with this? The operation failed with an error. The image format is not supported. (36001, OAuthException)

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před měsícem

      Can you check with a different type of image? FB might have limitation on certain file formats.

  • @Advik-jk6hc
    @Advik-jk6hc Před měsícem

    When I run just the first module: google sheets.. it is not giving me an output it just says "Bundle 1 Collection Total number of bundles 0" How do I fix this

  • @RikHeijmen
    @RikHeijmen Před měsícem

    Unfortunately this does NOT work anymore, as OpenAI is forcing all newly created Assistents (AssistentAPI) to swith to V2, which uses a Vector store. Also today May 26 2024, Make does not support the full capabilities of this V2 - which also is not helpen *sigh*

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před měsícem

      Yes thanks for pointing this out - it will require update to new version of API. will see if I can get new version soon.

    • @powerbiaccelerator4263
      @powerbiaccelerator4263 Před měsícem

      @@BusinessAutomatedTutorials Is it necessary to create a vector store? Can you write down the procedure? That would be very useful :)

    • @powerbiaccelerator4263
      @powerbiaccelerator4263 Před měsícem

      @@BusinessAutomatedTutorials This scenario is incredible, do you plan to update to new version of API it soon?

  • @motleydesigns1736
    @motleydesigns1736 Před měsícem

    I'm having trouble generating the formatted Headings. It's in markdown and I have "Enable rich text formatting" on. Any suggestions?

  • @clairelc6
    @clairelc6 Před měsícem

    HOLY CANOLI! i have been spending so much time trying to figure this out and your video was SO HELPFUL! i finally worked it out.

  • @nataliiaglynkina3650
    @nataliiaglynkina3650 Před měsícem

    thank you for the formulas specified

  • @miguelpinto2025
    @miguelpinto2025 Před měsícem

    And If I want to delete a row how can I do that, what will be the filter that i could put

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před měsícem

      That is bit trickier - you would have to put an action "Delete" and have a fliter reacting to it and executing delete in Airtable.

  • @nataliiaglynkina3650
    @nataliiaglynkina3650 Před 2 měsíci

    Thanks

  • @socialforbrokers2990
    @socialforbrokers2990 Před 2 měsíci

    Great tutorials thank you!

  • @socialforbrokers2990
    @socialforbrokers2990 Před 2 měsíci

    This is absolutely fantastic Thank You! I wondered if there was a way to do a filter for the time as well so it sends the posts at the set time in the airtable - like 15.05.24 at 6.03pm?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 2 měsíci

      Yes, could set time in Airtable and have records drop to a View only if the time is later than now (condition for filter).

  • @passepartout1140
    @passepartout1140 Před 2 měsíci

    One year Later 13/05/2024: Thank You !

  • @KateoneG
    @KateoneG Před 2 měsíci

    Thanks for the video. I'm trying to use Clickup instead of Airtable and post a video on LinkedIn, I can't achieve that, is that possible?

    • @KateoneG
      @KateoneG Před 2 měsíci

      now I get this error: Uploaded file is corrupted Origin Make

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 2 měsíci

      Yes not a fan of Clickup because their API is very messy, but I have implemented it for a client and they are able to post to Linked In no problem. Error you are facing is likely having something to do with file formats and handling. Try with some ample easy file or even without it to make sure it works without file first.

    • @KateoneG
      @KateoneG Před 2 měsíci

      @@BusinessAutomatedTutorials Thanks for the reply, I tried but same error. / modules I use: 1. ClickUp watch tasks; 2. ClickUp get a task; 3. HTTP get a file; 4. LinkedIn create a user video post; 5. Ignore

  • @michal-molka
    @michal-molka Před 2 měsíci

    This is the way how to produce shitty content.

  • @user-uj4si3cd5o
    @user-uj4si3cd5o Před 2 měsíci

    I want to use this to post reels, not pics, do we follow same method just use path to mp4? And if so, how do we add music?

  • @claudiolins4025
    @claudiolins4025 Před 2 měsíci

    Amazing!! one questions, to make this work i need to have credit in my chat gpt account, right? because i tryied and the process faild because I dont have credits to affoard the tokens.

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 2 měsíci

      Yes need credits and this is using OpenAI API, which is a different product from Open AI Chat GPT

  • @bryandelacruz9066
    @bryandelacruz9066 Před 2 měsíci

    Hi does it work in dropdown like select option html element?

  • @ocdm-creationdesiteinternet

    Thx, my problem is with Airtable, when I want to create a Google Doc, the systeme create no heading but Symbile for exemple #### .. I presume this somethin that can be corrected with mardown , parsing ???

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 2 měsíci

      If you have makrdown in Airtable (rich text field) you can use Markdown to HTML conversion , but this might not be reflected in Docs though...

  • @lanvinpierre
    @lanvinpierre Před 2 měsíci

    i already have an existing oauth connection. however i cant see it in the http module? how do i work aaraound that?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 2 měsíci

      You have to use HTTP module with o Auth - it is a separate module.

    • @lanvinpierre
      @lanvinpierre Před 2 měsíci

      @@BusinessAutomatedTutorials it says "create a connection" i already have a connection so it jyst wont go thru

  • @toritolbert9954
    @toritolbert9954 Před 2 měsíci

    This was so helpful. Thank you very much!

  • @mohsenjawad8664
    @mohsenjawad8664 Před 2 měsíci

    Good working nice..............it's working

  • @user-qv6xw2us8m
    @user-qv6xw2us8m Před 2 měsíci

    Would it be possible to do it with Google Sheets? Thank you

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 2 měsíci

      Sort of maybe , but not with this exact approach. Here we are using Chat GPT to generate a search formula that returns some limited subset of records. Your could connect Sheets via Make.com - see my other videos about Sheets and Make. Using that you could use some search parameters available , but it will not be a very advanced search or sort result.

  • @nayumshaik159
    @nayumshaik159 Před 3 měsíci

    Hi

  • @arzu_mar
    @arzu_mar Před 3 měsíci

    Thank u so much for your videos! I have problem with IG reels. I gad problem Output Bundle 1Collection Status code 404 HeadersArray Cookie headersArray DataLong String fileSize 99318

  • @CeceliaDavis-gd7je
    @CeceliaDavis-gd7je Před 3 měsíci

    This was perfect! It was able to transfer almost all of the information I needed for my listings. The two things I couldn't figure out were A. How to take the cost per item from my spreadsheet and transfer it to my automated listings and B. How to have it create listings with "Track Quantities" selected. Any recommendations?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 měsíci

      I believe the costs and quantities are at the level of line items/ skus, but cant remember it on top of my mind.

  • @jamesgillson1628
    @jamesgillson1628 Před 3 měsíci

    Hi there. This is great. I have set this up for our Shopify and invoices are coming through to Xero, however the line items are not. I can see the line item in Make when I click 'run once' however in Xero it is coming through as a blank invoice with no line items. The product name that we have set up in Shopify is exactly the same as the product name we have set up in Xero. Any tips?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 měsíci

      You would have to do 2 things - use itterator to iterate over line Items from Shopify and right after aggregator. If aggegator is connected to Create Invoice in Xero module after - you will be able to aggregate line item data in the format needed by Xero.

  • @javiermunoz3620
    @javiermunoz3620 Před 3 měsíci

    Great Video. I was not able to finish it :(, anytime I do the HTTP module, it says: Missing value of required parameter 'url'. But I confirmed and the image was correctly uploaded to airtable and then to make :(. Can u help?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 měsíci

      Means there is no URL data passed to HTTP - means things are not mapped correctly in that module from previous module.

    • @javiermunoz3620
      @javiermunoz3620 Před 3 měsíci

      @@BusinessAutomatedTutorials Thank you man. I will double check. Thanks a lot for your content.

  • @javiermunoz3620
    @javiermunoz3620 Před 3 měsíci

    I did this, but instagram suspended my account.

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 měsíci

      API by itself is an official feature, Make integrations are approved by Meta and used many businesses, including me with no issue. Posting by API is fine, but do keep in mind all Terms that Meta requires from you. My guess is that Instagram had issue with your content or how your account was set up. From my own experience it is not easy to get any sensible feedback from META, but possible. I hope you will be able to recover the account! Good luck!

    • @javiermunoz3620
      @javiermunoz3620 Před 3 měsíci

      @@BusinessAutomatedTutorials thanks a lot.

  • @yuryhorulko3834
    @yuryhorulko3834 Před 3 měsíci

    Thank you Greg for the video! I have a question. All automations were made with business accounts. Does it possible to make the same automations with private accounts? Thank you for answer in advance.

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 měsíci

      There are some features that are allowed for personal accounts, but not exactly the same. The best way is to inspect the make modules and see what is the latest updated set of features.

    • @yuryhorulko3834
      @yuryhorulko3834 Před 3 měsíci

      @@BusinessAutomatedTutorials Thank you so much

  • @yuryhorulko3834
    @yuryhorulko3834 Před 3 měsíci

    Hi Greg! Thank you for the video! But there is not Create a Video Post module already. Seems IG changed it for Create a Reel Post. But everything other works good!

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 měsíci

      Yes the video is already bit dated and Make and Instagram they keep updating the APIs/ modules.

  • @avikukshal6169
    @avikukshal6169 Před 3 měsíci

    Hey Greg! Thanks for solving our previous issue and thanks again for the great resource! I have a question about structuring our blog generation scenario more efficiently. Currently, instead of one module to generate the body of the blog, we have 6 GPT modules (each with over 5 prompts) to generate 6 different sections of the blog (intro, 4 main sections, and conclusion). We split it into 6 sections to basically generate 2k+ word blogs. Before these 6 modules, we have another one that creates a detailed outline for the entire blog including each section, which the other modules use to generate content. With so many modules, the cost per article goes over $0.6, which isn't too high for the length we're getting. However, do you have any suggestions on how we can optimize this process and potentially make it more efficient?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 měsíci

      What really counts is the number of tokens processed in each step and the length of input and output. input is about $30 per 1 million tokens vs $60 for output. if you want to maintain the output length 2k+ words - the most expensive part of model remains the same. You could try to reduce the input length or event generate it in one go instead of 4 steps ( this way you have less input), but this might impact the quality Ultimate cost saving is that Maybe you can test for parts GPT 3.5 - which is only $1-$2 per 1 M.

  • @Aryan89027
    @Aryan89027 Před 3 měsíci

    Hey Greg! The automation seems to be running great for us, but we recently ran into a little trouble with the Dall-E generated images. We changed the image size from 1024x1024 to 1792x1024 since our current blog pages have landscape image containers, and that fits better. However, even though the image gets generated and it shows up in Airtable, this doesn't push the images from Airtable to Webflow; it just leaves the image container empty, even though the link is being pushed. Square 1024x1024 images seem to work fine. We also tried manually uploading the same 1792x1024 landscape image to Webflow, and that worked completely fine. Would you know where we're going wrong exactly and how we could fix the issue with the automated landscape image transfer from airtable to webflow?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 měsíci

      This sounds like a bug. Maybe something is not mapped correctly? Maybe Schema in Webflow module did not get updated? Make sure your refresh the module, maybe URL got linked in a wrong way - I do not think there is anything fundamentally wrong with your approach.

  • @Majnu232
    @Majnu232 Před 3 měsíci

    Thanks for this Greg! Really helpful! Let's say two fields in my blog CMS in Webflow are linked to two different CMS lists (one for the author field linked to our team members list and the other for the category field linked to our blog categories list). If I try inputting the same text as those fields, it gives me an error since they are reference fields. I could remove them and use plain text fields but they look good in the current format and I'll lose some functionality. Any way to automate this process through Airtable and Make?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 měsíci

      Yeah, this maybe a bit annoying to set up, but you would have to have a table for Authors and table for Categories in the Airtable and use airtable linked fields to link articles to each. This way you can look up the IDs of category and author and pass it to the module when creating a post.

  • @teresaautreyexperience
    @teresaautreyexperience Před 3 měsíci

    thank you! great presentation.

  • @oliviercolas2024
    @oliviercolas2024 Před 3 měsíci

    thx foe the video, I created this methode but I meet an issue... I can not get he format H1,H2, p, bold text from Airtable into Google SLide... It's remplace everything by **titre 1**.. Automatisation loose of his interest if I have to go back to GS and change it manually

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 měsíci

      Yes text formatting might be an issue . You might need to have different preformatted fields in google slides for Title H2, body etc.. Thank you for sharing.

  • @avikukshal6169
    @avikukshal6169 Před 3 měsíci

    I'm getting this error after i added another field in airtable and removed a field from our webflow cms- "[403] invalid permissions, or the requested model was not found. check that both your user and your token have the required permissions, and that the model names and/or ids are correct.” We've tried recreating the Personal token key, even the entire Make scenario from scratch, adjusting settings in the automations and Airtable, but no luck so far.

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 měsíci

      This is not issue with it looks like some IDs of fields are incorrect. You need to debug and make sure you are matching the right values to right fields.

    • @avikukshal6169
      @avikukshal6169 Před 3 měsíci

      @@BusinessAutomatedTutorials Thanks for the quick reply! I've been through the entire scenario multiple times and made sure all the fields have the correct IDs. This error is happening in the first step after the webhook in the Airtable "Get a record" module

    • @avikukshal6169
      @avikukshal6169 Před 3 měsíci

      I was able to resolve the issue. In the automations section, the record ID under configurations was set to modify to lowercase. After changing it back to normal the problem was fixed. Apologies for the inconvenience and thank you again

  • @sblaize21
    @sblaize21 Před 3 měsíci

    Thanks for this vid. I was trying to do Pipedrive to Xero Invoice and with some logical analysis this video saved my day!

  • @Medtronica
    @Medtronica Před 3 měsíci

    Hey this video is out dated. Fb changed their interface for developers could you reshoot for 2024. It's 2 yrs old

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials Před 3 měsíci

      Yes it was shot two years ago. There is already a direct IG module in Make. I am working on content redo for Social.