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  • 1.  Create Record based on Due Date of Task -7 days

    Posted 10 days ago
    Good Day,
    I have an Assets table, each asset requires preventative maintenance on a schedule of X days (30, 60, 90 days, etc.) after last completed.  This creates the PM Due Date.

    In the same App, I have a Work Order table that assigns the task to personnel based on the Asset selected.  

    Is it possible to automate the creation of a new record (work order) when the due date of the PM (Asset table) is approaching (7 days prior).

    Any thoughts are appreciated.
    Landon

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    Landon Smallwood
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  • 2.  RE: Create Record based on Due Date of Task -7 days

    Posted 10 days ago
    Yes, 
    You can do this easily via pipeline and checkbox formula

    Create a checkbox formula which becomes True before due date of PM 

    Pipeline works with Create New Record when this checkbox formula is true,

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    Prashant Maheshwari
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