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Re: Embedding a checklist

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Matt_Crummel
5 - Automation Enthusiast
5 - Automation Enthusiast

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?

10 Replies 10
Russell_Bishop1
8 - Airtable Astronomer
8 - Airtable Astronomer

You have two options:

1) Record templates
https://support.airtable.com/docs/using-record-templates-in-airtable

Set a template for this type of record that includes your checklist oinside of a long text field (rich formatting) and always create records from that checklist.

2) Automation
Create an automation that adds that checklist into the contents of new records created in that table.