How to generate automatic links so suppliers or customers can update a record without duplicating it

An update link is a unique link per record that, when filled out by whoever receives it, updates the existing information instead of creating a new card. In Jestor, this link is generated automatically by a specific field, with no formulas to set up.

The problem with forms that duplicate records

Before, building an update form required manually combining formulas and automations for every case — a technical process that meant a lot of people didn't even know this type of link existed.

  • Generated automatically: a unique link per record, no manual formula.
  • Updates, doesn't duplicate: the response updates the existing card.
  • Customizable: color, icon, and behavior (copy or open).
  • Configurable source: app, table, or public form.

Before With the new update link field
Formulas and automations set up manually Link generated automatically per record
Risk of creating a new card instead of updating Updates the existing record, no duplication

How to generate an update link in Jestor

  • Add the update link field: to the table of the record that needs to be updated by third parties.
  • Set the form's source: app, table, or public link.
  • Customize the icon and color: to differentiate the link button.
  • Configure the behavior: copy the link or open the form directly.
  • Send the specific link: for that record, not a generic form.

How to configure it in Jestor: a common case is a supplier going through approval — instead of sending a generic form, you send that specific record's link, and the response updates the card automatically.

Why choose Jestor for third-party data updates?

The key difference is avoiding duplication without relying on manual automation: the link is already tied to the correct record, so a supplier's or customer's response never turns into a loose card disconnected from the history.

Frequently Asked Questions

Does the link update or create a new record? It updates the existing record, avoiding duplication.

Can I customize the color and icon of the link button? Yes, you can customize color, icon, and behavior (copy or open).

Does this feature only work with suppliers? No, it can also be used with customers or internally, in any process that needs updating.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, suppliers and customers update their own data without creating rework from duplication for your team.

Visit the official Jestor website and scale the efficiency of your operation.

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