To simplify let's say that there are 5 tasks: Each time your team is tasked with bringing a new product to market there are some common tasks that occur leading up to a launch. Records in the "Tasks" table will act as the child sub-records. One table is named "Projects" which acts as the parent and another is named "Tasks" which has a linked record field connected to the "Projects" table. You track product releases in an Airtable project tracking base that has two tables. No generic example will cover the needs of every workflow, but the project tracking use case is best for understanding the general foundations and benefits of setting up record templates. If sub-records are involved, then applying the template will also create those predefined records associated with the template.īefore configuring a record template for the first time, it's important to think a bit more about your particular use case and how sub-records (linked records) might fit in. Apply - The action of having a record template's configuration overwrite a given record.Linked record fields are necessary for sub-records to be configured and created. Sub-record - Using the parent/child relationship schema, sub-records are the child.Template - A template is a predefined schema of static (default) information that can create the same set of records over and over again by utilizing linked record relationships.A general understanding of our linked records feature.Editors - Can add or apply previously configured record templates to the base.Owners/ Creators - Can configure new record templates, modify existing templates, delete record templates, and add or apply them to the base.In particular, project management or marketing campaign "one-to-many" use cases that often involve the same set of tasks, subtasks, or milestones will benefit from implementing record templates. Once configured, a record template can create a predefined record and/or set of related records (sub-records) with a single click, ensuring consistent data and increasing the efficiency of your workflows. Airtable's record templates are a way for you and your team to automate repetitive record creation.
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