wordpress 自定义_如何在WordPress中创建自定义表格

wordpress 自定义

Do you want to make a custom Airtable form for your WordPress site?

您是否要为WordPress网站制作自定义的Airtable表单？

Airtable is a data management tool that lets you create your own custom data-driven apps. Basically, you can collect data using a form on your website and use it to make spreadsheets, contacts list, booking calendars, and more.

Airtable是一种数据管理工具，可让您创建自己的自定义数据驱动的应用程序。 基本上，您可以使用网站上的表单收集数据，并将其用于制作电子表格，联系人列表，预订日历等。

In this article, we will show you how to create a custom Airtable form in WordPress.

在本文中，我们将向您展示如何在WordPress中创建自定义的Airtable表单。

为什么要在WordPress中创建自定义表格？ (Why Create a Custom Airtable Form in WordPress?)

Airtable is a data management tool that allows you to create custom data-driven apps. You can use it to better visualize the data collected on your website using WordPress forms.

Airtable是一种数据管理工具，可让您创建自定义数据驱动的应用程序。 您可以使用它来更好地可视化使用WordPress表单在您的网站上收集的数据。

For instance, you can use your WordPress contact form data in Airtable as a CRM (Customer Relationship Management) tool.

例如，您可以将Airtable中的WordPress联系人表单数据用作CRM(客户关系管理)工具。

It can also be used to manage leads captured by your WordPress forms. You can also use it to store data from user surveys on your website.

它还可以用于管理您的WordPress表单捕获的销售线索 。 您也可以使用它在网站上存储来自用户调查的数据。

Basically, you can use data collected from your WordPress contact forms in Airtable to create custom apps, workflows, and tools for your business.

基本上，您可以使用从Airtable中的WordPress联系人表单收集的数据来为您的业务创建自定义应用程序，工作流和工具。

That being said, let’s take a look at how to easily a custom Airtable form in WordPress.

话虽如此，让我们看一下如何轻松地在WordPress中自定义Airtable表单。

在WordPress中创建自定义表格 (Creating a Custom Airtable Form in WordPress)

To create our custom Airtable form in WordPress. we’ll first create a contact form using WPForms.

在WordPress中创建我们的自定义Airtable表单。 我们将首先使用WPForms创建联系表单。

It is the best WordPress form builder plugin on the market and allows you to easily create any kind of form using a simple drag and drop interface.

它是市场上最好的WordPress表单生成器插件，可让您使用简单的拖放界面轻松创建任何形式的表单。

After that, we’ll connect our form to Airtable by using a service called Zapier.

之后，我们将使用名为Zapier的服务将表单连接到Airtable。

Zapier works as a bridge to connect two different apps without any code. You can use it with dozens of online apps, including WPForms and Airtable.

Zapier充当无需任何代码即可连接两个不同应用程序的桥梁。 您可以将其与数十种在线应用程序一起使用，包括WPForms和Airtable。

Ready? Let’s get started.

准备？ 让我们开始吧。

在WPForms中创建表单 (Creating Your Form in WPForms)

First, you need to install and activate the WPForms plugin. For more details, see our step by step guide on how to install a WordPress plugin.

首先，您需要安装并激活WPForms插件。 有关更多详细信息，请参阅有关如何安装WordPress插件的分步指南。

Note: that you’ll need the Pro version or higher to access the Zapier addon for WPForms.

注意：您需要使用Pro版本或更高版本才能访问WPForms的Zapier插件。

Upon activation, go to the WPForms » Settings page to enter your license key. You’ll find the license key under your account on the WPForms website.

激活后，转到WPForms»设置页面以输入您的许可证密钥。 您可以在WPForms网站上的帐户下找到许可证密钥。

Next, you need to visit the WPForms » Add New page in your WordPress dashboard. This will launch the WPForms builder interface.

接下来，您需要访问WordPress仪表板中的WPForms»Add New页面。 这将启动WPForms构建器界面。

We’re going to use a simple contact form template with two additional fields for ‘Company’ and ‘Phone Number’.

我们将使用一个简单的联系表单模板，其中包括“公司”和“电话号码”两个附加字段。

Once you’ve set up your form, you need to add it to your WordPress website. Simply edit the post or page where you want to add the form.

设置表单后，您需要将其添加到WordPress网站 。 只需在要添加表单的地方编辑帖子或页面。

On the post edit screen, click on the (+) button to add a new block. After that, search for WPForms block and add it to your content area.

在帖子编辑屏幕上，单击(+)按钮添加一个新块。 之后，搜索WPForms块并将其添加到您的内容区域。

For detailed instructions see our step by step guide on creating a contact form in WordPress.

有关详细说明，请参阅有关在WordPress中创建联系表单的分步指南。

After you have added your form to your website, go ahead and create a test entry. This will be used to set up and check the connection between WPForms and Airtable.

将表单添加到网站后，继续创建测试条目。 这将用于建立和检查WPForms与Airtable之间的连接。

Here’s our test entry, with name, email, phone, company name, and a message:

这是我们的测试条目，其中包含姓名，电子邮件，电话，公司名称和消息：

准备连接WPForms和Zapier (Preparing to Connect WPForms and Zapier)

We’ll be using Zapier to build a bridge between WPForms and Airtable. To do that, you need to install and activate the WPForms Zapier Addon.

我们将使用Zapier在WPForms和Airtable之间建立桥梁。 为此，您需要安装并激活WPForms Zapier插件。

In your WordPress dashboard, go to the WPForms » Addons page and find the Zapier addon. Then, go ahead and install and activate it.

在您的WordPress仪表板中，转到WPForms»插件页面，然后找到Zapier插件。 然后，继续安装并激活它。

Now, you need to go to the WPForms » Settings » Integrations page. Simply click on the Zapier logo here, and you will get your Zapier API key. You need this to connect Zapier to your WPForms account.

现在，您需要转到WPForms»设置»集成页面。 只需单击此处的Zapier徽标，您就会获得Zapier API密钥。 您需要使用它来将Zapier连接到您的WPForms帐户。

Copy the API key somewhere safe or keep this tab open, as you will need it in the later step.

将API密钥复制到安全的位置，或保持此选项卡处于打开状态，因为在后续步骤中将需要它。

准备连接Airtable和Zapier (Preparing to Connect Airtable and Zapier)

Now you need to prepare Airtable to connect with WPForms via Zapier. To do that, You need an API key for Airtable. This lets you connect Airtable with Zapier.

现在，您需要准备Airtable以便通过Zapier与WPForms连接。 为此，您需要Airtable的API密钥。 这使您可以将Airtable与Zapier连接。

Simply create an Airtable account or log into your existing account. Then, click the Account button in the top right. You will be taken to your Account page, where you just need to click the ‘Generate API Key’ button

只需创建一个Airtable帐户或登录到您现有的帐户即可。 然后，单击右上角的“帐户”按钮。 您将被带到“帐户”页面，只需单击“生成API密钥”按钮即可

Once you’ve generated your key, you need to copy and paste it somewhere safe for later on.

生成密钥后，您需要将其复制并粘贴到安全的位置，以便以后使用。

创建您的Zap以将数据从您的网站表单发送到Airtable (Creating Your Zap to Send Data From Your Website Form to Airtable)

Next, go to the Zapier website. Here, you need to create a free account or sign in to your existing account.

接下来，转到Zapier网站。 在这里，您需要创建一个免费帐户或登录现有帐户。

In your Zapier dashboard, click the ‘Make a Zap’ button on the top-left to start the configuration wizard.

在您的Zapier信息中心中，点击左上角的“制作Zap”按钮以启动配置向导。

Note: In Zapier, a ‘zap’ is a process with a trigger and an action. Our trigger will be someone filling in the form, and our action will be to create a record in Airtable.

注意：在Zapier中，“ zap”是具有触发器和操作的过程。 我们的触发器将是填写表单的人，我们的行动将是在Airtable中创建记录。

At the top of the screen, you need to give your zap a name, and then you can set up the trigger.

在屏幕顶部，您需要给zap命名，然后可以设置触发器。

First, in the ‘Choose App & Event’ box, type ‘WPForms’ into the search bar. After that, simply click on the WPForms icon that comes up:

首先，在“选择应用程序和事件”框中，在搜索栏中键入“ WPForms”。 之后，只需单击出现的WPForms图标：

Now, you will be prompted to choose a trigger event. Leave this set to ‘New Form Entry’ and click the Continue button.

现在，将提示您选择一个触发事件。 将此设置保留为“ New Form Entry”，然后单击“ Continue”按钮。

Zapier will ask you to sign in to WPForms. Just click the ‘Sign in to WPForms’ button here:

Zapier将要求您登录WPForms。 只需单击此处的“登录WPForms”按钮：

Now, you should see a popup window. You will need to enter your API key that you found earlier plus the URL (domain name) of your website:

现在，您应该会看到一个弹出窗口。 您需要输入之前找到的API密钥以及网站的URL( 域名 )：

Once you’ve done that, click on the ‘Yes, Continue’ button to move on.

完成此操作后，单击“是，继续”按钮继续。

Next, you will be asked to select the form you created earlier from the drop-down list.

接下来，将要求您从下拉列表中选择您之前创建的表单。

Once you’ve selected the correct form, click on the ‘Test trigger’ button.

选择正确的表格后，点击“测试触发器”按钮。

You should then see a message telling you that Zapier found a test entry. The data from this will be shown on the screen:

然后，您应该看到一条消息，告诉您Zapier找到了一个测试条目。 来自此的数据将显示在屏幕上：

Click the ‘Continue’ button to carry on. You are now onto the Action part of the Zap, where you need to choose your second app.

点击“继续”按钮继续。 现在，您进入了Zap的“动作”部分，您需要在其中选择第二个应用程序。

Simply type Airtable into the dropdown and select it. Then, you will see the dropdown for choosing an action event:

只需在下拉列表中输入Airtable并选择它即可。 然后，您将看到用于选择动作事件的下拉列表：

The action event is simply what you want to happen when someone completes the form on your site. You need to select ‘Create Record’ here:

当某人在您的网站上填写表单时，动作事件就是您想要发生的事情。 您需要在此处选择“创建记录”：

Now, Zapier will prompt you to sign into Airtable. Simply click the ‘Sign into Airtable’ button and then login.

现在，Zapier将提示您登录Airtable。 只需单击“登录到Airtable”按钮，然后登录。

You now need to enter the Airtable API key that you got earlier:

现在，您需要输入之前获得的Airtable API密钥：

Now, you will see a Continue button. Just click this to carry on making your zap.

现在，您将看到继续按钮。 只需单击此按钮即可继续制作。

Next, you need to select your Base, which is short for ‘database’. You also need to choose your Table. We’re going to use our Sales CRM as the base and add our new contacts to the Contacts table:

接下来，您需要选择Base，Base是“数据库”的缩写。 您还需要选择表格。 我们将以Sales CRM为基础，并将新联系人添加到Contacts表中：

You now need to tell Zapier which fields from your WPForms form should correspond to which columns in your Airtable table.

现在，您需要告诉Zapier，WPForms表单中的哪些字段应与Airtable表中的哪些列相对应。

For all the applicable fields, simply select the correct field using your test data:

对于所有适用的字段，只需使用测试数据选择正确的字段即可：

Once you’re done, click the ‘Continue’ button to carry on. Zapier will now prompt you to send a test record to Airtable, using your test data. You will see a preview of the data.

完成后，单击“继续”按钮继续。 Zapier现在将提示您使用测试数据将测试记录发送到Airtable。 您将看到数据的预览。

Click the ‘Test & Continue’ button. This will send the test data to your chosen table in Airtable, creating a new record:

点击“测试并继续”按钮。 这会将测试数据发送到您在Airtable中选择的表，从而创建一个新记录：

Now, you simply need to click the ‘Done Editing’ button to finish creating your zap.

现在，您只需要单击“完成编辑”按钮即可完成创建zap的操作。

You may want to double check that the record has been correctly added to Airtable. To do this, simply go to your Airtable account, open the Sales CRM base then the Contacts table, and check for your test data.

您可能要仔细检查记录是否已正确添加到Airtable中。 为此，只需转到您的Airtable帐户，打开Sales CRM基础，然后打开Contacts表，然后检查您的测试数据。

If you need to change anything, just go back to the ‘Customize Record’ step and change which data goes into which column in your table.

如果您需要更改任何内容，只需返回“自定义记录”步骤，然后更改将哪些数据放入表的哪一列。

The final step is to switch your Zap on by clicking the slider at the bottom of your screen.

最后一步是通过单击屏幕底部的滑块来打开Zap。

Your zap is now running. All form entries through your connected form will be added to the Airtable table that you selected.

您的zap现在正在运行。 通过您所连接的表单的所有表单条目都将添加到您选择的Airtable表中。

We hope this article helped you learn how to create a custom Airtable form in WordPress. To go further with growing your business, check out our guides to the best business phone services and the best plugins for business websites.

我们希望本文能帮助您学习如何在WordPress中创建自定义Airtable表单。 要进一步发展您的业务，请查看有关最佳商务电话服务和最佳商务网站插件的指南。

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

如果您喜欢这篇文章，请订阅我们的YouTube频道 WordPress视频教程。 您也可以在Twitter和Facebook上找到我们。

翻译自: https://www.wpbeginner.com/wp-tutorials/how-to-create-a-custom-airtable-form-in-wordpress/

wordpress 自定义