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Aug 10, 2022 02:30 PM
Hi Airtable community!
I have a base structure where:
- The first table is a list of email projects linked to a second table of tasks
- The second table contains all the tasks for the email projects in the first table, grouped into “send” dates
- A third table with a template of email tasks that are the same for each email project
I’ve implemented a script so I can generate the email template tasks with the click of a button within the first projects table:
let projectsT = base.getTable('Marketing Projects');
let tasksT = base.getTable('Project & Individual Tasks');
let taskTemplateT = base.getTable('Email Task Template');
let project = await input.recordAsync('Pick a project', projectsT);
if (project) {
output.text(`You picked ${project.getCellValueAsString('Name')}`);
output.text(`Creating tasks for ${project.getCellValueAsString('Name')} ... please wait`);
let taskTemplateQ = await taskTemplateT.selectRecordsAsync();
let projectTasks = [];
for (let task of taskTemplateQ.records) {
projectTasks.push(
{
fields: {
'Name': task.name,
'Retention Channel': { name: 'Email'},
'Task Status': { name: 'Not Started'},
'Project': [ {id: project.id} ]
}
}
)
}
await tasksT.createRecordsAsync(projectTasks);
output.text('Tasks created!')
}
I’m having trouble creating another template within that third table that I can choose from when going to generate tasks via the button I have in the first table. I can’t seem to figure it out with any documentation I’ve read; is there a way to incorporate a dropdown upon running the script so that I can choose which template to trigger?
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Aug 10, 2022 08:21 PM
I don’t think so I’m afraid
From what I can tell, your third table has like, different sets of email tasks, so email task 1, 2, 3 belong to Set A
, email task 4, 5, and 6 belong to Set B
?
If so I think I would end up creating a Task Template
table where the records were Set A
and Set B
etc, and link the email tasks to those
I would then use another input.recordAsync
to select the task template I needed, grab the records that are linked to the task template, and then create the records from there
As a general aside, I would highly recommend considering this comment by kuovonne about keeping the templates in the same tables as the actual data as it’s proved super helpful for my circumstances
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Aug 11, 2022 06:05 PM
Not a dropdown per se, but you could use input.buttonsAsync
to display a series of buttons to the user. The button they click on would correspond to a email template that they wish to use.
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