Update link

In short

• What you can do: generate a shareable link to the update form of any record in the table; choose between copying the link to the clipboard or opening the form directly in a new browser tab; point the link to an app page, the table's default form, or a public form.
• Keep in mind: The link points to the update form of the specific record.

For instructions on how to access field types or how to add one, see Field Types.

Capabilities

• Generate a shareable link to the update form of any record in the table
• Choose between copying the link to the clipboard or opening the form directly in a new browser tab
• Point the link to an app page, the table's default form, or a public form
• Customize the button with a label, icon, color, and optional tooltip

Use Cases and Examples

• Sales teams can copy a record's update link and send it to a client so they can fill in or review their own information without needing full access to the table.
• Operations teams can place an "Open form" button in the table view so collaborators can jump directly into editing a specific record from a list, without navigating through the app manually.
• Support teams can share the update link with a customer to let them update their ticket details or confirm information through a public form.
• Admins can create two separate Update Link fields for the same record, one set to copy the link and one to open it, to cover both sharing and quick-access workflows.

Field Type

Name: The internal name of the field.

Form type: Choose the type of form the link will point to:

• App page: The form is located inside an app. When selected, a Select app field appears so you can choose which app contains the form.
• Table form: Uses the table's default form. No additional app selection is needed.
• Public link: Uses a public form you created

Select app (optional): Choose the app where the update form is located.

Copy or open link: Define what happens when the button is clicked:

• Copy link: Copies the record's update link to the clipboard.
• Open link: Opens the update form in a new browser tab.

Button label: The text displayed on the button.

Select an icon: Choose an icon or emoji to display alongside the button label.

Select a button color: Pick a color for the button using the Grid (preset swatches) or Spectrum (full color picker) view.

Tooltip (optional): Enable a tooltip that appears when hovering over the button.

Keep in mind

• The link points to the update form of the specific record. It does not create a new record.
• Copying or opening the link does not send it automatically to anyone; you still need to share it manually.
• Changing the "Copy or open link" setting changes the button behavior for all records in that field, not per record.

FAQ

1-Can I customize the link destination to a specific field view or section of the form?

No, the link opens the full update form for the record as configured in the selected app.

2-Will the link work for users who don't have access to the app?

Only if you select public link under form configuration

3-Can I use both "Copy link" and "Open link" in the same field?

No, each Update link field has a single behavior. You can create two separate Update link fields if you need both behaviors.