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Scheduled Record Creations

  • 1.  Scheduled Record Creations

    Posted 23 days ago

    Table A has many children in Table B. I would like it that when a record in Table A is created, two weeks later a record is created in Table B if certain fields meet a specific criteria. Example would be to only create the record in Table B is the status field of the record for Table A is not closed. Which I would also like to scale up to 4 weeks and 6 weeks as well.

    Now in Automations I see that I could instantly create the three records in Table B. Though if the status field in Table A is closed before reaching any of those time frames, there are three records in Table B that did not need to be created and need to be deleted. 

    Any recommendations on how to approach this?



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    Jordan Beatty
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  • 2.  RE: Scheduled Record Creations

    Posted 23 days ago
    You can create a saved table to table import to import records from Table A into table B to create the children.  You would map [Record ID#] into the field for [Related Parent] for example.   You can also create any number of additional helper fields which are not actually used on the parent, but are there to be a source for data when copied to table B.

    Then set the Automation to run that saved import 7 days a week.  The filters on the import will ensure that they only get hits when some conditions are true, such as the Parent is still incomplete and [2 two week reminder date] (a calculated date field)  is equal to Today.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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  • 3.  RE: Scheduled Record Creations

    Posted 17 days ago
    Jordan,

    Triggers by Juiced lets you create schedules under which they will run. There are a bunch of other very neat features.   I recommend them to everyone.

    www.juicedtech.com




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    Don Larson
    Paasporter
    Westlake OH
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