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Hi All – 

I have a large base which essentially functions as a CRM.  The first field in the base is “partner name” and the subsequent fields are information about the partner - location, bio, Linkedin profile, etc.  We use the base to track engagement and other touchpoints with the partners.  I want to build an end-user interface while allows my executive director to input the name of an individual from the base and then have it return a few specified fields.  For example, the ED has an end-user interface and is instructed to input a partner name.  After inputting the name, the interface returns Linkedin profile, bio, and last-emailed (all fields that we collect and keep up-to-date).  I know it’s possible to just make my ED an editor and give access to the entire base but we have 50+ fields and I want an more user-friendly experience.  Privacy is not the concern here, rather my ED doesn’t need to see all the fields and details in the base.  Is this kind of build possible with an interface?  Or is there a better solution to this in Airtable?  Thanks!

 

-Dan

I would suggest using a List View interface where your user can search for the contact in the Search Bar.

You can also use a Blank interface with a record selector to select the Partner by typing in their name. And once selected the specific fields that you set-up in the interface will display their information.

In both cases you can give the user Edit access to the Partner’s information.

Hmm, I would favor a Record Review style interface over List or Blank, as it sounds like you have everything in a single table. You can customize what fields are included on the display, what order they’re in, stuff like that, and you can fields in it un-editable or editable as desired. 

Here’s an example of what the Record Review as suggested by DisraeliGears01 could look like:

And here’s the data:




If this looks right to you be sure to mark his answer as the solution!

Thanks for giving example best try to solve this great efforts! e-zpassritba 

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