How to Create an Airtable Form for Stakeholder Requests
Build a stakeholder request form in Airtable: a form view on the requirements table with only the questions stakeholders need, a short description and a share link. Every answer becomes a record. Free plan, step by step.
Step by step
The form
- Request form. Stakeholders send requests by email, chat and quick hallway talks. An Airtable form gives them one place to ask, and every answer lands in your requirements table.
Make the form
- Form view. In the view list, click Create new, pick Form and name the view Requirement request form.
- Pick questions. A new form asks for every field in the table, including ID and Status. Stakeholders should not fill these in. Click Remove all, then click only the 4 fields they need: Requirement, Type, Priority and Description.
- Describe it. Add a short description so people know what happens next. Here it says: "Tell us what you need. The business analyst team replies within two working days."
- Same words. Priority is a dropdown with the MoSCoW options, so every request uses the same words.
Share it
- Share the link. When the form looks right, click Share form to get a link for your stakeholders. They don't need an Airtable account to fill it in.
- Answers land here. Every answer becomes a new record, so switch back to Grid view. New requests show up there as rows, ready to review. The Status field is left for you to set.
Recap
- One door for requests. A form view turns a table into an intake form. Ask only what stakeholders know, explain what happens next, and share the link.
Common mistakes
- Leaving every field on the form. A new form asks for every field, including ID and Status. Click Remove all and add back only the fields stakeholders can answer, so they don't set their own status.
- Priority as a free-text field. People will type "urgent", "ASAP" or "high" and you can't sort or filter them. Make Priority a dropdown with the MoSCoW options so every request uses the same words.
- No description on the form. Without one, stakeholders don't know who reads the form or when they will hear back, so they chase you by email anyway. Say who replies and how soon.
- Treating new records as approved requirements. Form answers land straight in the table as new rows. Review each one and set its Status yourself before it goes into the backlog.
When a business analyst uses this
On a new project, send the form link to every stakeholder instead of collecting requests from email and chat. Each request lands in the requirements table with a MoSCoW priority, ready to sort and triage in the next backlog review or workshop.
Questions people ask
Do stakeholders need an Airtable account to fill in a form?
No. Anyone with the share link can fill in the form without an Airtable account.
Where do Airtable form answers go?
Each answer becomes a new record in the table the form view belongs to. Switch to Grid view to see the new requests as rows.
Can you make an Airtable form on the free plan?
Yes. A form view is available on the free plan, and you can build and share this request form there.
