Stacker
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  • Getting Started: Quick Guide
    • What is Stacker?
    • Key Features
    • Quick Overview of Stacker
    • What can I build in Stacker?
      • Creating a Home Page
      • Build an Internal Tool
    • Creating your first App
  • Stacker V 5(Astra) - Frequently Asked Questions
  • Account Settings
    • What is a Workspace?
      • Workspace Settings
      • Delete a Workspace
    • Adding Multiple Apps
      • Deleting an App
    • Subscriptions and Billing
  • Customer Access
    • Customer Access
  • Layout types
    • Layout Types
      • Layouts vs Custom Pages
    • Adding Custom Pages in Stacker
    • Detail Layout
      • Detail page widgets
        • Detail: Text Widget
        • Detail: Related Record Widget
        • Detail: Related Record List
          • Related record list widget not showing option
        • Detail: Quick Links Widget
        • Detail: Pipeline Widget
        • Detail: Highlights Widget
        • Detail: Fields Widget
          • Detail: Field Options
          • Separating fields into sections
        • Detail: Embed Widget
          • Embedding Google Maps
          • Embedding Airtable
          • Embedding Loom Videos
          • Embedding Vimeo
          • Embedding Youtube
          • Embedding Google Drive videos
          • Embedding Google Drive Images
          • Embedding content on a detail page
        • Detail: Callout Widget
        • Detail: Banner Widget
        • Detail: Big Numbers Widget
        • Detail: Charts Widget
      • Detail: Delete Record Button
      • Detail: Edit Button
      • Detail: Record Header
        • Change the title on the detail page
      • Detail: Tabs
        • Detail: Activity Tab
    • List Layout
      • Calendar Layout
      • List Options
        • List: Sort
        • List: Cover Image
        • List: Roles
        • List Layout: Change layout title
        • List: Inline Filters
        • List: Header
        • List: Duplicate Layout
        • List: Filter
        • Allow users to download list data as CSV
        • List: Relative Date Filtering
        • List: Field options
        • List: Show, Hide, and Reorder Fields
    • Customize the Form Layout
      • Creating multi step form
      • Auto-filling values into create forms
      • Set default values on Forms
    • Stacker Navigation
      • Navigation: Showing and hiding tables
      • Enable Breadcrumb Navigation
  • Permissions and Security
    • Introduction to Permissions
    • Configure a Permission Rule
      • Table Permissions
        • Editing Permissions
        • Multiple permission rules
    • Set up User Roles
      • Automatically assign Roles
    • Conditional Visibility
  • Customization
    • Client Logos
    • Customizing App Appearance
    • Getting started with CSS in Stacker
    • Custom CSS
    • Workspace Appearance
    • Custom Domain
      • Custom Domain not working
    • Whitelabel
    • Custom Scripts
    • Creating Buttons
      • Action Buttons
      • Add new button showing when it shouldn't
    • Translate your Stacker App
  • Users
    • Introduction to users in Stacker
    • Users: Overview
    • Users: Workspace Collaborators
      • Workspace Users
    • Users: App Users
      • Adding users to your app
      • Login flow for users
      • Open Signup
      • Registering and Logging in
    • Previewing an app as a user for testing
  • Data
    • Formula field
    • Rich Text
    • Third Party Integrations
      • FullStory integration
      • Intercom Integration
      • Zapier Integration
        • Sending an email with Zapier
      • Airtable
        • Syncing Schema and Data
        • Update Sharing link password
        • Real time Airtable sync
        • Upgrading Airtable data connections
        • Enabling tables and fields
    • Enable Color on Single and Multi Select Fields
    • Apply dynamic data filter to Link Fields
    • Importing data into Stacker
      • Importing data from CSV
    • Applying table data filters
    • Exporting data from Stacker
    • Creating lookups and rollups between tables
      • Creating links between tables
    • Stacker Tables: Editing field names and types
      • Stacker Tables: Pasting Data
      • Stacker Tables: Linked Fields
      • Stacker Tables: Editing and deleting tables
      • Stacker Tables: Creating a new table
      • Stacker Tables: Adding new fields
      • Stacker Tables: Adding and Editing Rows
      • Stacker Fields
  • Troubleshooting
    • There was an error saving your record
    • Unable to toggle on linked fields
Powered by GitBook
On this page
  • Basic Link Structure
  • How to create the Auto-fill URL in Stacker
  • How to create the Auto-fill URL in Airtable
  • How to use your Auto-fill Link
  • Auto-generation of Auto-fill URL links on Airtable
  • Auto-generation of Auto-fill URL links on Stacker
  1. Layout types
  2. Customize the Form Layout

Auto-filling values into create forms

You can pre-fill fields in create forms by constructing an auto-fill URL. You can then add the URL to your app as a button to allow your users to create new records with some fields already filled in.

Field Types you can Auto-fill

  • Text fields- You can auto-fill short text or long text fields.

  • Single and Multi-select fields- You can only auto-fill a single value for multi-select fields.

  • Link to another record field- You can use the Stacker Record ID to link records.

  • Checkbox field- You use 'true' to fill the checkbox or 'false' to un-fill the checkbox.

  • Number, Percentage and Currency fields- You should type percentages as a fraction, for example, 40% is given as 0.4 in the URL.

Basic Link Structure

Auto-fill URL format: /page/new?autofill__field=value

  • /page/new: The URL of your create form page.

  • field: The developer name of the field you want to fill.

  • value: The content you want to auto-fill in the field.

Auto-fill Multiple Fields

  • Auto-fill multiple fields by adding the & separator in the URL, for example:

/page/new?autofill__field1=value1&autofill__field2=value2

Find the developer name

  1. Go to Manage fields and data

  2. Select the table name

  3. Select Fields

  4. Select Show developer name

  5. The developer name shows below the field name

Note

Developer names are always lowercase and case sensitive

Pre-filling linked records

To auto-fill a link to another record, you need the Stacker Record ID for the linked record.

  1. Open the detail page of a record

How to create the Auto-fill URL in Stacker

  1. Go to Manage Fields and Data

  2. Open the table you want the form to be accessed on

  3. Add a new URL field

  4. Insert the URL for the create form: https://[workspace].stackerhq.com/app name/page/new

  5. Add ?autofill__field=value to the end of the URL

How to create the Auto-fill URL in Airtable

  1. Go to the table on Airtable you want to access the create form

  2. Add a new URL field

  3. Insert the Auto-fill link: https://[workspace].stackerhq.com/app name/page/new?autofill__[developer field name]=value

How to use your Auto-fill Link

  • Add a button or quick links widget on a detail record layout to use the URL from a field on your data source.

  • Add a banner widget on the detail record layout to use one URL for all of your records.

  • Add a button on a list layout to use the URL from a field on your data source.

Use an auto-fill URL to fill a create form based on a specific record. For example, you can create a new order for a particular item in an inventory table. Rather than writing the URL for each individual record, we can use a formula in Stacker or Airtable to do it automatically.

Auto-generation of Auto-fill URL links on Airtable

Auto-fill a field dynamically based on the current record, by using formulas in Airtable.

The Auto-fill formula format:

'https//[workspace name].stackerhq.com/[app name]/[Layout name]/new?autofill__field1=abc_'&Record ID()
  1. Create a new formula field on Airtable on the page you want to access the auto-fill URL

  2. Insert the Auto-fill formula using the URL from the Create form you want to auto-fill

  3. Replace field1 with the Developer field name

  4. Use the RECORD_ID()Formula after the &sign

Auto-generation of Auto-fill URL links on Stacker

You can create an auto-fill link using a formula field in Stacker:

CONCAT("https://[workspace].stackerhq.com/[app]/[table]/new?autofill__name=", {field name})
  1. Go to the table you want to access the Auto-fill link

  2. Add a new Formula field with the CONCAT( , ) formula

  3. Copy the URL from the Create Form you want to Auto-fill (example: https://[Workspace].stackerhq.com/[app]/[table]/new)

  4. Paste the URL into the first part of the Formula:Concat(”URL here”,{field name})

  5. Add ?autofill_ _(developer field name)= to the end of the URL

  6. Add the field you want to use to populate on the Create form: (example: {Order Name})

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Last updated 3 months ago

Find the Stacker Record ID in the URL

Replace field with the and replace value with the content you are auto-filling

Replace the abc with the three letters in front of the Stacker ID that can be found in the record detail URL

Developer name