Embedding a checklist


#1

I have a checklist that i want to appear in each new record and would like for that checklist to be used individually from the other records. Could someone guide me on this please?


#2

Isn’t it possible to simply add the checks as fields (since you want them for each record anyway)?


#3

Yes but as it is the same checklist for each field I was hoping to be able to have it already there with each new record.


#4

I think that’s what @Tuur was getting at.

Let’s say you have these checklist items:

  • Do this.
  • Do that.
  • Do these.
  • Do those.

And you want every record in your Things to Do table to have that same checklist when it is made, then simply make each one of those things a field(column) of the “Checkbox” type. And if the names of the checklist items are too long (ie, a sentence describing what needs to be done), you could put that information in a description box that is only showed on mouseover.

Like this:


#5

I was thinking of an attached checklist. Could an attachment be pre-attached to new records? My apologies for the lack of quality explanation.


#6

No, not with Airtable’s native functionality. This could be done using integration with Zapier, which could be used to automatically propagate content into the cells of newly created records - I don’t know about file-uploads though - never tried that.

If you have somewhere you could host the file (I’m assuming it’s something like a PDF) - say Dropbox or Onedrive - and you had a share link for it, you could create a “Single Line Text” field with “Default Text” of the share-url like this:
image

And it will fill that box in each new record with a clickable URL to the file:
image

Outside of that, you’d have to turn to third party integrations like Zapier or Integromat.

There are a couple things I know of that you could do only if everyone using your Airtable base is using it on Mac and iOS - so if that is the case let me know and I can elaborate on that.