Predetermined forms

[k_ar17]

Hi everyone,

I’m looking for some guidance on creating conditional forms in Airtable. Let me explain:

I’ve set up a base for project management where each project has different tasks based on the program type (and there are multiple programs). Ideally, I want to create a form with a predefined task list, allowing Project Managers to fill in details such as start date, assignee, end date, status, etc., without having to manually enter each task name.

Is this possible with Airtable’s Teams plan? Any insights or workarounds would be greatly appreciated.

Thanks in advance!

[TheTimeSavingCo · Accepted solution]

Assuming the project managers have their own Airtable accounts, I'd suggest using a combination of Record Templates and Interfaces for this.  We'd create one record template per program and create all the tasks in it:

 

And here's how the Interface might work:

Link to base

---
If your project managers don't have Airtable accounts, then it gets tricker.  Airtable forms don't let you edit linked record data, so you'll need to explore something like Fillout: https://www.fillout.com/

You'd also need to figure out a way to create the tasks programmatically before sending them the Fillout link so that it's prepopulated with all the tasks

[k_ar17]

Thank you so much! 😊