I have a table embedded in one of our interfaces that allows clients to add their own contacts to their accounts. However, I’m encountering an issue:
• From the tables or kanban widgets, I am unable to capture and add the managed user data if a default value cannot be set.
• Additionally, the managed user data does not pass through to a Zap, which prevents automation from filling in the user data within the Zap.
While I’ve successfully used these variables in forms and text widgets, they do not seem to work in tables. I’d prefer not to require clients use a separate form for this process as I like the popup, and the autofill, as there is a decent amount of data to review.
We are on the highest plan for interfaces and the pro version of tables.
(I also recognize I could add the form below and turn off the “add record” button on the table, which is my backup option, just a bit overwhelming design-wise.)