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Record Creation automation

  • 1.  Record Creation automation

    Posted 11-09-2017 23:37
    So I have an expenses table in my app and I have recurring expenses each month that do not change...how can I automate the creation of these expense records every month?


  • 2.  RE: Record Creation automation

    Posted 11-10-2017 05:42
    You will have to create what is called a 'cron job' on a server to help manage this 100% automatically.

    Or
    You can create a code page that will copy all expenses of a certain type anytime the button is pressed.  You can put a button on the home page and click it once  a month.

    Or
    You can create a button to copy that individual record with a click for each expense that needs to be repeated.

    Each of these is different level of effort, but the more work early makes it easier down the line.


  • 3.  RE: Record Creation automation

    Posted 11-10-2017 13:36
    Thanks for the reply...are there any threads on here that go into detail on how to accomplish these options?


  • 4.  RE: Record Creation automation

    Posted 11-10-2017 13:37
    The copy option you mention would actually be very helpful in solving a different problem...thanks!