Build Filtered Forms with Softr and Fillout

Have you ever wanted to filter a dropdown on a form inside of Softr based on the context of the currently logged in user?

Maybe you only want to show a list of Contacts that work at the user's organization, or you only want to show a list of Accounts the user is assigned to.

We can use the power of Softr and Fillout to create a better, more dynamic form experience.

Below you'll find the video tutorial, a little bit of JavaScript that we use to send data from Softr to Fillout, and the Airtable base with a few modifications we made.

JavaScript for Custom Code Block in Softr

This code can be copied and pasted into the Custom Code block in Softr on your /new-project page.

<script>
  const formId = "nESbGnpCr5us";
  let filloutUrl = "https://forms.fillout.com/t/" + formId + "?";
  const queryString = window.location.search;
  const urlParams = new URLSearchParams(queryString);
  const recordId = urlParams.get("recordId");

  if (
    window["logged_in_user"] &&
    window["logged_in_user"]["softr_user_email"]
  ) {
    filloutUrl =
      filloutUrl + "userId=" + window["logged_in_user"]["airtable_record_id"];
    console.log(window.logged_in_user);
    console.log(filloutUrl);
  }

  document.write(
    '<iframe src="' +
      filloutUrl +
      '" width="100%" height="900px" frameborder="0" marginheight="0" marginwidth="0" title="My Airtable form"></iframe>'
  );
</script>

Airtable Base

Here is a link to the Airtable base we used. It's a slightly modified version of the Project Management base for Softr, but also includes an Accounts table and fields to display RecordIds.

https://airtable.com/appENH0yJIeXsSkf4/shrMlQoVoJYBWLbbU

Need help building a solution tailored for you?

Templates are a great way to get started, but if you want a system that matches your specific needs, reach out for a free consultation.

Need help building a solution tailored for you?

Templates are a great way to get started, but if you want a system that matches your specific needs, reach out for a free consultation.

Need help building a solution tailored for you?

Templates are a great way to get started, but if you want a system that matches your specific needs, reach out for a free consultation.

About Us

Automation Helpers automates companies with portals, apps, and integrations. If you're looking to scale your business, our friendly team of consultants are ready to plug into your next project.

© 2024 - Automation Helpers LLC

About Us

Automation Helpers automates companies with portals, apps, and integrations. If you're looking to scale your business, our friendly team of consultants are ready to plug into your next project.

© 2024 - Automation Helpers LLC

About Us

Automation Helpers automates companies with portals, apps, and integrations. If you're looking to scale your business, our friendly team of consultants are ready to plug into your next project.

© 2024 - Automation Helpers LLC