Template Records?

[Ralston_Vaz]

Is there a way to make a template for a type of record that will be used multiple times for new instances of the same kind?

For example, I follow a seven-step process when designing logos. I have a base tracking projects using records that include details like tasks to complete. The seven steps I follow are captured as tasks for each project record. I’m finding that I’d have to recreate the list tasks for every logo design project. It’s a lot of repetitious work.

If there’s a way to make a template of a logo design record to start with and customize for each new project instance without lingering link issues that would be fantastic!

Is that possible in Airtable without any add-on app? If not, can it be made possible?

[Justin_Barrett]

Welcome to the community, Ralston! :grinning_face_with_big_eyes: It sounds like you want to make not just one record, but a series of records representing repeating steps in your process. Perhaps this thread will give you some direction on how to pull that off in Airtable:

A Scheduling Framework for Airtable Show and tell

All – I want to apologize for my extended absence from Airtable Community; let me assure you it was neither intentional nor enjoyed on my part.¹ I hope what I bring as a peace offering helps make up for all the unanswered questions and messages. Here is version 1.0 of my scheduling/calendaring framework for Airtable. It offers a template-driven solution to scheduling recurring processes, allowing process types to be defined as a set of interrelated events. Later, instances of these processes a…

[Ralston_Vaz]

Thanks for the welcome, Justin.

Maybe there’s an answer in that thread and demonstration, but it’s quite complex and difficult for me to find a simple, useable answer to my question.

It might just be my newness to Airtable, but this doesn’t really help me today. Still, I appreciate the recommendation.

[Bill_French]

@Ralston_Vaz,

Ralston_Vaz:

it’s quite complex and difficult for me to find a simple, useable answer

One of the issues in Airtable especially is that the more complex a process is, the more challenging it is to create a simple solution.

This process should be seamless and automatic - no human should have to do anything for the base to be created and configured and ready to use. The Airtable API is how I would approach this, but I suspect you could create this with alternatives like Zapier or maybe the ideas in this video.

[Ralston_Vaz]

Thanks, Bill. Great video.

So it seems the answer to my question is “no.” There isn’t currently a way in Airtable to make a template for a type of record that will be used multiple times for new instances of the same kind without use of any add-on app, external service, or coding.

Thank you. I hope, then, that this product suggestion makes its way to the right people at Airtable.