New: Record templates

[Helen_Zeng]

Hi everyone! I'm Helen, a Product Manager here at Airtable and I'm very excited to announce that we're launching the new Record Templates feature to all Pro and Enterprise users.

This feature enables you to create templates for your frequently repeated projects and automatically create relevant tasks as linked records every time that template is used. 

With Record Templates, you will now be able to:

• Create pre-defined templates for the types of records you find yourself creating over and over again
• Link related templates together to bulk-create records across tables
• Set default field values (including date dependencies) on those templates
• Surface templates to end-users in interfaces as record creation options that they can further customize

Some example use cases:

• A creative team tracking asset delivery. The marketing team specifies the type of asset(s) needed, and the relevant tasks for that asset type are automatically added and linked to the request.
• A product team adding a new feature to the roadmap creates placeholder tasks for product, design, and engineering.
• A marketing team working on social media campaigns across multiple social media platforms, with different tiers of campaigns. 
  

How to get started:

Start creating templates in your base by navigating to the Tools menu on the top right. 

 

Set up your template for linked record creation in related tables by additional additional records

Include record template options in places where users can create records 

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Other questions? Check out our support article for more details on how to use the feature. 
We’re looking forward to hearing what you think, please let us know if you have any questions!

[flyinsolo]

Hi--was wondering if there's a way to add "Apply template" as an option when viewing an expanded record in a base (i.e. in the options pop-up in the top right corner—see screenshot). Would save me some cumbersome clicking when creating new records from a Linked Record column!

[mercy]

Agree with @Karlstens, the hide field button from the edit template form needs to be made more obvious. ALSO, some kind of documentation explaining why dependent fields are not able to be added would be encouraged for users new to the feature.

[madisenbaldwin]

I came across this post and I am wondering:

- If you right click on a record in a grid in the data layer, it give you the option to "Apply template". Can this be done in a list view or grid view in an interface?

- The template feature does not offer alot of customizability as far as layout in the data layer or in the interface, is there a way to move the fields around on a template?