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how to trigger automatic payments schedule using table data?

  • 1.  how to trigger automatic payments schedule using table data?

    Posted 07-24-2017 19:14
    I'm looking for an answer to my question. I have multiple tables related to invoices and reporting. What I'm looking to do is set it up where once I select a customers payment schedule in my invoices table if he/she selects 3 for example, I want that to trigger an auto creation of 3 payments that divide the total sum into 3 payments.


  • 2.  RE: how to trigger automatic payments schedule using table data?

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    Contributor
    Posted 03-31-2018 19:49
    There are three options.

    1 - Create a formula url that will create x number of payment records based on the previous selection.
    This will utilize the "API_AddRecord" function.  You will just need to work the logic into the formula for how many times it redirects.

    2 - Use a Quick Base Action to create the child records based on a trigger (i.e. adding the [# of payments scheduled]

    3 - Webhook, that triggers a 'CSV import' and creates the records.

    All of which will require a little know-how, but if you need more clarity on any lets us know.



    Matthew Neil - Product Specialistmneil@mcftech.com Phone: 440-201-6050 ext. 476" width="300px">