Master Record Template in Minutes with Airtable's New Feature!

[@effigy69]

Thank you. This was helpful and you explained so clearly.

[@melissacoconut]

Thank you so much!!

[@transforminghate]

Hi, thank you for sharing this great tool! I immediately started using it, but I came across an issue: creating records is limited to 100 records per base, why? We are a small company, and need this feature to automate our processes, and cant go to Enterprise account. So I was wondering about ways to keep using the Record Template feature beyond the 100 record limit. The issue is that we need to save different working templates for different cases in our business processes but we dont actually use them all the time, or even at the same time. Having a record template is for us a way to have transparent processes saved, and they get rolled out when triggered. So we actually need to save way more options for Record Templates than 100. 1. Idea Create different other bases with each 100 record template records, and sync the bases after the templates were used. This can already work, but it seems a bit complicated 2. Create Record Templates only with Automation and delete the template after it was used The idea is to not save Record Templates, but instead create the template in the moment it gets selected (by any condition, like single select field). In that moment we would tell Airtable to create a specific record template, with the pre-specified tasks and to run all the tasks, and after to delete the template again. This way more templates could be pre-defined but dont actually get saved. Any ideas if this is possible, with scripting? Looking forward to your feedback and ideas Best Yonatan

[@smvvirtual]

Hi Youatan, thanks for your comment. 😀 We've run into issues with the record template limit as well. We are hoping that Airtable increases this limit soon. In the meantime, we've come up with some clever workarounds for templates. We've used automations to find a record or series of records in a table that may be tagged with a certain single select field, then take those values, create records, and link them back to a given record. Though this approach has worked well, it would be nice to do all of this with record templates in the future.

[@RonellCross-z2e]

Thank you for your video. However, I want a new set of action items to be created for each new candidate, so that the person responsible for that can complete each action item and mark it as such once done. How do I do this?

[@smvvirtual]

Hi @user-de2xu3dw5t! We'd be happy to assist in helping you get this set up. You can book a call with us here: calendly.com/smvvirtualconsulting/airtable-quick-chat-30-mins-clone We look forward to chatting with you!