I apologize if I missed this out there, but I tried searching for a similar answer but couldn’t find one that matched exactly or I could learn enough from. Unfortunately my knowledge of script language is borderline zero.

High-level explanation:

I have a multi-stage project process that I am starting to build in Airtable that I am curious if am automation is possible, where a button can automatically create tasks from templates as you work through a project.

Details:

Currently my process has 2 main components, the Submission/Review process and the Launch process, with a task table for each process linked respectively.

The tables are laid out like this:

• Submission/Review
  
  
  
  
  
  • Captures new requests from a form and has data fields for review steps
  
  
  
  • Fields related to this automation:
    
    
    
    
    
    • Vendor; single line text (primary field)
    
    
    
    • Stage; single choice
    
    
    
    • Assigned to; collaborator
    
    
    
    • Stage tasks created; multi-select with same options as Stage
    
    
    
    
    
    
  
  
  
  
  
  



• Submission/Review Tasks
  
  
  
  
  
  • Houses the standard tasks for each stage of the process
  
  
  
  • Fields:
    
    
    
    
    
    • Task; single line text
    
    
    
    • Subtask(s); long text
    
    
    
    • Assigned to; collaborator
    
    
    
    • Status; single choice
    
    
    
    • Submission/Review; linked Field to link task to project
    
    
    
    
    
    
  
  
  
  
  
  



• Launch Process
  
  
  
  
  
  • Once an item is approved during the the Submission/Review process, a record here is started for a sub-team to process
  
  
  
  • Field related to this automation:
    
    
    
    
    
    • Vendor; single line text (primary field)
    
    
    
    • Stage; single choice
    
    
    
    • Assigned to; collaborator
    
    
    
    • Stage tasks created; multi-select with same options as Stage
    
    
    
    
    
    
  
  
  
  
  
  



• Launch Process Tasks
  
  
  
  
  
  • Houses the standard tasks for each stage of the Launch Process
  
  
  
  • Fields:
    
    
    
    
    
    • Task; single line text
    
    
    
    • Subtask(s); long text w/rich text
    
    
    
    • Assigned to; collaborator
    
    
    
    • Status; single choice
    
    
    
    • Launch Process; linked Field to link task to project
    
    
    
    
    
    
  
  
  
  
  
  



• Task Template
  
  
  
  
  
  • Templated tasks for the entire flow, see breakdown below
  
  
  
  • Fields:
    
    
    
    
    
    • Task; single line text
    
    
    
    • Subtask(s); long text w/rich text
    
    
    
    • Associated Process; single choice (Submission/Review or Launch Process)
    
    
    
    • Associated Stage; multi-select that has all stages from both Process tables
    
    
    
    • Active; checkbox
    
    
    
    
    
    
  
  
  
  
  
  

My ideal scenario is that there is a button field, so it shows in each record, titled Create Tasks. I am hoping that button does the following:

• The button is clicked and initializes a script for the record/row the button is associated with



• Validates the current stage value against the {Stage tasks created}, to see if the standard stage tasks have already has created before.
  
  
  
  
  
  • This is to prevent duplicate tasks being created in a stage
    
    
    
    
    
    • If stage is already present show message in dashboard “Tasks already created. No action taken” and end script
    
    
    
    
    
    
  
  
  
  
  
  



• If stage is not present, look at the task templates table and find all records that match the process (see below bullet) and stage (from record Stage field)
  
  
  
  
  
  • Is it possible to have a variable that automatically detects what table the record is in and determines the process? I.E. record is in table Launch Process > process = Launch?
  
  
  
  
  
  



• Once all tasks are created, show message in dashboard “ Standard tasks created successfully”

I tried using the create multiple records script from Airtable, but I couldn’t figure out how to make it work in the way I am hoping for and without having to force users to select the record in the script dashboard.

I don’t mind spending the hours needed to learn script to do it but I wanted to see if my idea was even feasible in the first place