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Recurring Form Requests

  • 1.  Recurring Form Requests

    Posted 01-11-2019 15:19
    Hello,
    I have a request form that gets filled out to create a record and was wondering how to enable the requester to be able to fill out the form once and have the task/record reoccur weekly or monthly? Would like to have a start date field and a end date field for when the re-occurrence should stop. What would be the best way to do this?


  • 2.  RE: Recurring Form Requests

    Posted 01-11-2019 15:27
    Hi Catie,

    You will want to look at automations.  You can create an automation that copies the records in the table on a weekly or monthly basis. 

    Create your Start Date and End Date Fields, so you can apply a filter to the action so that only records where the Start Date is on or before "Today" and the End Date is on or after "Today".

    When you create the action, you will be copying from and into the same table.

    Hope this helps!


  • 3.  RE: Recurring Form Requests

    Posted 01-11-2019 15:55
    Hi Forest,
    That does help. I believe I am on the right track. I have created an automation that says when a user add a record in the table then copy the record when the recurring start date is on or before today and the recurring end date is on or after today. I am now stuck on the select fields and specify values section. I have another field  in the request that is just date and that field should be the date that changes with each copied record.


  • 4.  RE: Recurring Form Requests

    Posted 01-11-2019 16:02
    Maybe I didn't explain what I am wanting got do fully. I want the requester to be able to decide if the request should occur on a monthly or weekly basis. 


  • 5.  RE: Recurring Form Requests

    Posted 01-11-2019 16:24
    Catie, I'm just gong through this with a client of mine.
    My solution was to have a summary of the maximum of the recurrence start date of the child records and I decided I always wanted to have 2 future children always be in existence.

    I set up a formula on the parent to calculate the next recurrence date.

    Then I created a flag field to indicate if the parent record was eligible to have another child created.

    Then I set up a saved table to table import to create the next Recurrence if the parent was eligible,

    Lastly I set up an Automation to run daily that import say 10 times in a row (In my case the start date could have been in the past). In most cases, after the import ran few times there would be no more parents left who needed a child created.