How to let people update an existing record
Update links for existing records solve a specific problem: you need someone outside your system to correct information, and a normal form would create a new record instead of fixing the old one. In Jestor, a dedicated field generates that link automatically.
Why this used to require workarounds
A standard form creates records. To update one instead, teams built links by hand using formulas and automations, one configuration per process.
It worked, but it was fragile and it had to be rebuilt every time a new process needed the same thing.
Where update links are needed:
- A supplier in onboarding who must resubmit a document
- A client correcting details on a registration
- A candidate updating availability after applying
- Any external party fixing data you already hold
Create versus update
| Link type | What the submission does | Use case |
|---|---|---|
| Standard public form | Creates a new record | First contact, applications, requests |
| Update link | Updates the existing record | Corrections and missing documents |
Step by step to use it
- Add the update link field to the table holding the records.
- Let the link generate automatically for each record, with no formula to write.
- Build the update form, showing only the fields the person should change.
- Send the link to the supplier, client or colleague who needs to respond.
- Receive the update on the existing record, with no duplicate created.
- Reuse the same setup in other processes without rebuilding it.
Why avoiding duplicates matters more than it sounds
A duplicate record is not just clutter. It splits the history: half the attachments on one record, half on the other, and neither one telling the full story. Updating in place keeps the trail intact.
- Generated by a field: no formulas or automations to maintain
- Per record: each link points to its own record
- Works externally: the person does not need an account
- Also useful internally: the same mechanism works inside apps
Frequently Asked Questions
Does the person need an account to use the link?
No. The update link works like a public form, without requiring a login. See jestor.com.
Does this create a second record?
No. The submission updates the existing record directly.
Do I have to build the link with a formula?
No. The field generates the link automatically for each record.
Video Tutorial: Step by Step
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