Question

How do I create this Zap via Airtable to copy and create 100+ records on a recurring basis?

  • 3 February 2021
  • 3 replies
  • 27 views

Hey there y’all - I need help figuring out the easiest way to do this.

 

The three tables I am working on:

  1. Student Dossier - is is a Student profile. The trigger here is: when a new student is added AND chooses the ‘3 MONTH’ or ‘6 MONTH’ road map.
  2. Program Roadmap - this is a list of 109 tasks a student needs to complete & check off to get 100% completion. This is the Master copy of the list of tasks. Think of this literally like a checklist screenshot below.
  3. Student Personal Roadmaps - this is the 109 tasks linked to the individual student record.

 

Because each of the items is a single record, I want to avoid making 109 parts of the zap.


Ultimately, this is the desired simplified formula:

IF a new record is created in the 3 MONTH view of the Student Dossier….

...THEN create the 109 tasks in the Student Personal Roadmaps table with the Student Name Linked (a linked record).
 

Help!

 

SO what would be the most effective and recurring way to do this? 

A masterfile CSV of the tasks that could easily be copied and linked?

Something else?

 

Here are screenshots of the tables and the idea END point.

 

Table A
Table B
Table C

3 replies

Userlevel 7
Badge +10

Hi @bymackk 

Check out this help article about the CSV Import app available on Airtable: https://support.airtable.com/hc/en-us/articles/115013249187-CSV-import-app

 

Check out the new Looping by Zapier app: https://zapier.com/apps/looping/help

This can be used to iterate (loop) thru a list of items.

 

[TECHNICAL] You may need to leverage the Airtable API (via Webhooks or Code steps) in order to retrieve the 109 Tasks to copy/assign.

Airtable API: https://airtable.com/api

NOTE: There is a limit of 100 records returned per page however, so keep that in mind.

I need to be able to do this on a repeating basis, like a loop - however...I am having major issues trying to grab the initial Master 109 records to be able to loop copy and create in a new table.

 

Ideas for that?

Userlevel 7
Badge +10

@bymackk 

Via Airtable...

Perhaps check out the Airtable App: CSV Import - https://airtable.com/marketplace/blk9eXKffGfv1BjKQ/csv-import

Concept would be to export the Tasks, then reimport assigned to the desired record.

 

Via Zapier...

You’ll have to leverage the Airtable API (via Webhooks or Code steps) in order to retrieve the 109 records to copy/assign.

Airtable API: https://airtable.com/api

You’ll need your Airtable API Key: https://support.airtable.com/hc/en-us/articles/219046777-How-do-I-get-my-API-key-

NOTE: There is a limit of 100 records returned per page however, so keep that in mind, as you’ll have to use the offset parameter to loop on the API requests.

 

Once you have the Airtable records, you can loop thru those using the new Looping by Zapier app: https://zapier.com/apps/looping/help

 

Essentially you have to configure 2 Loops.

One to loop thru the Airtable API to retrieve the records from Airtable.

One to loop thru the Airtable records to copy/assign.

 

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