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Create a view from the table associated with the record of Company. Have it display only a single record, and enable roles/permissions so that users see only the dashboard belonging to their company. On that detail page, have a link to a related column or some view that lets you add a record to the sheet that houses your upload form. Stacker will autogenerate the links that’ll prefill based on the company, as long as you navigate from the company detail page to the form. You’ll also be able to see the URL that is used for that form, and theoretically display that in a button banner.

Ok, so let me see if I understand this. So use a Banner button to navigate to the upload-documents page. Stacker will autogenerate the company part of the form? Do I need to have that Comapny Name field displayed on the form? Or will it add the company name when I “upload” the document and pushes to airtable?

The critical part is having the upload form being 'invoked' from a page that is generated from the Company table

Ok, so: 1. remove the “Upload Trip Sheets” from my navigation bar. 2. Add a button on the Company Detail page instead. 3. Make the link for the button go to the form for the upload trip sheet page, do I need to pass in a parameter with the URL?

autofill__company_name=whatever

? Or will Stacker do this for me regardless?

You shouldn't need to pass the parameter if the arrangement is set up in the way I described, but I perfectly recognize that my instructions were not super clear lol

Haha, no that was super helpful. I will see if I can get that working. I actually like that setup better anyways. They don’t need to see the documents that they’ve uploaded, once it’s uploaded, they’re done.