Help

Re: Record Template Link new record not working

676 0
cancel
Showing results for 
Search instead for 
Did you mean: 
cvoith
6 - Interface Innovator
6 - Interface Innovator

Hey guys,

I am building out a record template that creates new records across multiple tables, however I have a table that only give me the options to "Link an existing record".

I've tired making a template on a different table linked to the problem table and the issue is still there, no "Link to new record". Heres what it looks like (green is what I am looking for it to do, and red is how it's currently showing).

cvoith_0-1724282956498.png

Anyone have any ideas whats going on? 

 

6 Replies 6
Dominic
6 - Interface Innovator
6 - Interface Innovator

HI cvoith,

You can use templates to create new records in a linked table by "Configuring tasks (sub-records) to be created"

Screenshot 2024-08-22 at 11.26.10.png

 

cvoith
6 - Interface Innovator
6 - Interface Innovator

Already aware of this. This pops up for the field in green but since there's no "Link to new record" on the field in red that doesn't work. 

leisterbrau
5 - Automation Enthusiast
5 - Automation Enthusiast

I am having the same issue...interested if anyone has a solution.

Dominic
6 - Interface Innovator
6 - Interface Innovator

Hi leisterbrau,

Can you describe the issue you are having? When I look at the description left by cvoith above, I am unclear on the issue they are having. cvoith describes not seeing a ""Link to new record" for the field highlighted in red. Yet when I check the image I see the field in red showing this option, labelled as "Link a new asset". 

In a table called invoice categories, I have a field "project line items" that links to another table called "invoice line items".

I have tried to create a template for invoice categories that creates several new invoice line items.  Within the template, it gives me the option to link an existing invoice line item.  But the plus button to create a new invoice line item is grayed out.    Within this template, it only has a button to add a line item, which only seems to allow linking to an existing line item.  In other templates, there are 2 buttons, one for linking to an existing item and another to link to a new item. 

That is odd. I have not been able to reproduce this behaviour. Did you check the permissions on the linked record field? Even then, you should see a warning that you don't have sufficient permissions rather than, not seeing the new record button. 

I can only suggest contacting Airtable support. There may be some restrictions I am not aware if here.

Screenshot 2024-11-11 at 13.56.41.pngScreenshot 2024-11-11 at 13.48.01.png