I’m wondering if someone can help me to automate something in my airtable base. I’m fairly new to scripting so not too sure how to do this.
We have a base that we use for project management. The base has three tables - Projects, Tasks, Task templates.
Each record in “Projects” can link to multiple records in “Tasks”. Each record in “Tasks” can only link to one record in “Projects”. Currently we have a set of template records in “Task Templates” that manually get copied across to “Tasks” and then linked to a record in “Projects”. The records in the “Task templates” have a number of fields that are already populated with standard content.
I want to create a form or a script to copy a selection of records from “tasks templates”, link these to a record in the table “Projects” and paste these in to the table “tasks”. For each different record in “Projects” we can have a different selection of “Tasks” (i.e. there isn’t a standard selection of tasks for each project).
I would really appreciate any advice about how to do this. Thank you in advance for any help!