Step 2.1 Search for the right template for your form

Use the search tab to find the template you want to use for the form or click on any of the categories and scroll until you find one that matches the business app you want to build. In this guide, we will use the client portal template as an example to collect client info, gather feedback, and support requests/inquiries, among other uses.

Step 2.2: Proceed with the template

After clicking on your choice template, you will be presented with an overview of the client portal template. Click on Use Template once you’re sure it aligns with the business app you want to build.

Step 3.1 Choose Airtable as the data source

First, select Airtable from the options, then click on Continue to allow Softr access to your data.

Step 3.2: Log in to your Airtable account

Type your email address to log in to Airtable, or click on Sign in with Google to select the correct account and log in.

Step 3.3: Select which Airtable data can be accessed

To give Softr access to your Airtable data, click on Add base and select the one of the following options:

• All current and future bases in all current and future workspace, if you want to give full Airtable access to Softr;
• All current and future bases in this workspace, if you want to limit the access to a single workspace;
• Specific Airtable base, if you only want to give access to a single base.

Select the “All current and future bases in all current and future workspace” option, so you don’t have to always authorize Softr each time you want to use Airtable. Once you’ve selected an access level, click on Grant access at the bottom right part of your screen (below the permissions).

Step 4.1 Click “Add base”

If you choose the Copy base to your Airtable Account, you’ll be redirected to your Airtable account where you have to choose which workspace you want to save your base. Click on the dropdown and select your preferred workspace, then click on Add base.

Step 4.2: Click “Go to Application”

Once your base is set up in Airtable, click on “Go to Application” to start creating your Airtable user interface.

Step 5.1: Click on the form dropdown in the editor panel

In the editor panel, navigate to the Form section, then select one of the forms. There are four options to choose from:

• Sales form with labels: lets potential customers ask sales reps any questions, including pricing plans and product questions;
• Customizable form: lets you set up and collect insights or questions from potential, existing, and inactive customers;
• Contact form with Google Maps: lets customers send you a message and locate you;
• Conditional form: A new product release that allows you to create complex logic, automate customer routing, and personalize your forms.

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For this example, we are using the customizable form.

Step 6.1: Change the title and description of your form

In the editor panel, under Title in the Features tab, type a title for your form that tells the user what the form is about. Below the title text box, type a contextual description of your form in the text box to help users understand what the information will be used for.

Step 6.2: Change the background image (optional)

If you want to spice up your form, consider adding a background image. To do this, click on the Add an image button under the Background image heading.

You’ll be presented with a list of image sources to choose from:

• Recently used;
• My assets: visual assets that came with the template you chose;
• Stock photos: free photos from websites like Prexel;
• Illustrations: a library of graphics you can use;
• Asset generator: an AI tool that generates images based on your query.

Step 6.3: Change the position of your form

If you want to change your form’s layout, click on any of the variations beside “Form position” and choose the one that suits your needs.

Step 9.1 Select all logged-in users (optional)

If you want to give access to every single user who has created accounts with passwords, select the “all logged-in users” option.

Step 9.2 Select a user group

Softr lets you assign and choose the specific group of people you want to view details about your clients using the user groups feature. These groups help you organize those accessing your data into different categories so that each person gets access to specific parts of your data.

For the client portal, there are three user groups: admins, contractors, and the clients themselves. From the dropdown, choose who you want to access the client data. You can choose more than one group.

Step 4.1: Add a field to the table

If you don’t find the field you’re looking for, you can create one. To do so, click on Add a field to the table.

Step 4.2: Configure the field

Then type a descriptive name for the field, before choosing the type of field you want to create. Click on Save once you’re done.

Step 4.3: Set up permissions

If you want only logged-in users to see who submitted an Airtable form, click on the toggle button to set permissions. This way, only authorized users can see other people’s responses.

Step 4.4: Customize the success response

Navigate to the text box under the Show this message heading. Type the message you want people to see after they submit the Airtable form.

Step 5.1 Add a new field

If the default form doesn’t have a field you need, hover in between two fields and click on the plus sign.

Select one of the fields that exist in your table. If you want to create a new field, then select the Create Field option.

Step 5.2 Change form title

To change your Airtable form’s title, click on the form itself. A form editor will appear on the right side of the screen. Click on the text beside the Title and type a new one.

Step 5.3 Hide or make the field visible

If you want to hide a field, click on the settings icon beside the fields bar.

Then click on the eye icon beside each option to hide or make a form field visible.

Step 5.4 Set permissions

If you want only logged-in users to see who submitted a form, click on the toggle button to set permissions. This way, only authorized users can see other people’s responses.

Step 5.5 Customize the success message

Under the Submission options heading, beside Message, click on the settings icon.

Then type the message you want people to see after they complete the Airtable form.

Step 5.6 Choose if you want a respondent to submit another response

Click on the button beside “Show a ‘Submit another response’ button.” Green means you want respondents to leave as many responses as possible, while grey color means you want everyone to fill the form only once.