You make it editable in the right margin.
You make it editable in the right margin.
The text fields aren't editable unfortunately /:

Did you just type that text on the interface? If you just type text on an interface, that is not editable. Typed text is for you to provide headers or instructions. Only fields can be edited in Airtable.
Did you just type that text on the interface? If you just type text on an interface, that is not editable. Typed text is for you to provide headers or instructions. Only fields can be edited in Airtable.
Right, but theres not another way to get a clickable checklist in Airtable interfaces that I'm aware of outside of creating a field for every single item
I believe on the dashboard interface view, list items are not able to be edited at all. I don't know if they plan on changing this in the future, but for now, it's a limitation of the new dashboards.
Apologies for not looking more in-depth to your issue. I think, in your case, it's best to create a checklist of records using the list view, rather than using the deprecated checklist text type on the interfaces. I kind of wish they would remove that option, as it's a bit counterintuitive. You would then have an editable, clickable checklist.
Apologies for not looking more in-depth to your issue. I think, in your case, it's best to create a checklist of records using the list view, rather than using the deprecated checklist text type on the interfaces. I kind of wish they would remove that option, as it's a bit counterintuitive. You would then have an editable, clickable checklist.
Was actually easier to do this than I thought it would be. What would you recommend to make this accessible from mobile or tablet? Kinda defeats the whole purpose of an interface
Use the dedicated list view interface page, then ensure allow users to edit/add/remove records inline is toggled on. This will be mobile optimized and editable.


Use the dedicated list view interface page, then ensure allow users to edit/add/remove records inline is toggled on. This will be mobile optimized and editable.


The problem with this here, is that each record needs a fresh list of boxes to check, otherwise, if they follow the SOP checklist for lead A, then they would have to manually unclick everything then refollow the checklist for lead B
This is where record templates come into play: https://support.airtable.com/docs/using-record-templates-in-airtable
For instance, create another table called 'Projects'. Link it to your tasks table. Then create a template for the Projects table with however many repeatable tasks (child records, as they're referred to in record templates) you need it in. Now, in the interface, you'll be able to create a new 'project' based on a template, and all those repeatable tasks will be created in the tasks table, without having to uncheck and recheck each item.
This is where record templates come into play: https://support.airtable.com/docs/using-record-templates-in-airtable
For instance, create another table called 'Projects'. Link it to your tasks table. Then create a template for the Projects table with however many repeatable tasks (child records, as they're referred to in record templates) you need it in. Now, in the interface, you'll be able to create a new 'project' based on a template, and all those repeatable tasks will be created in the tasks table, without having to uncheck and recheck each item.
I think we're almost there. Thank you for the help. So we have our main table, pipeline, which is our sales pipe line, broken down by views. So once a customer has placed their deposit, they move into the preparing for delivery view. On another table, checklists & SOPs, is where we initially housed that checklist.
So I'm assuming I would make a record template there, but then in the automation/connecting how would I make it to where every lead once in Preparing for delivery view had their own templated record from the checklists and SOPs table?
Use an automation with a trigger of 'when record enters view'. The next step in the automation is 'Create record'. Select the table with the project template (which contains the list of child records task list), then for 'Create record' option of that 'Create record' automation step, select 'From a template' and select your newly created template. I hope that makes sense. Let me know if you have any questions.
Use an automation with a trigger of 'when record enters view'. The next step in the automation is 'Create record'. Select the table with the project template (which contains the list of child records task list), then for 'Create record' option of that 'Create record' automation step, select 'From a template' and select your newly created template. I hope that makes sense. Let me know if you have any questions.
Won't that just create duplicate leads in the pipeline?
Won't that just create duplicate leads in the pipeline?
And then if we made it ready for delivery inside of the interface, we would then have to go back and do it again on the original lead?
Apologies. You should use 'Update Record' as opposed to 'Create Record' automation action. This will allow you to update fields of existing records, as opposed to creating new ones. I'm not sure what you mean by your second question. Can you clarify?
You answered it. Let me build it now and see if it works
Could you take a screenshot of your automation trying this. Not seeing anywhere to make a template

After you select the Update Record automation step, this is where you select to update from a Template.
got it to work. Have a way more complex one if you want the challenge!
Of course. Share the issue and I'll assist as best I can.