Forum Discussion

AndrewFry's avatar
AndrewFry
Qrew Assistant Captain
5 years ago

Automation of iterations - Thoughts?

I am trying to devise a way to have an automation copy the contents of a record a number of times specified by the user. Kind of thinking through this as I type it here.

It is to be used for when the same task and associated details, has to be done X number of times. Rather than inputting the same task X number of times, which is a lot of busy work, I was hoping that the user could input the task once and indicate if the task needed to be copied and how many times.

I was thinking that the automation could be based off the create/modify record, and the trigger could be if there is a yes & if the # of times is >0.
It would create a new record, copying the original record details, and then it would subtract 1 from the # of times.
Due to the Yes still being active, and the record being modified (the # of times being less), it would trigger again.
This would continue until the # of times reaches 0 (zero), at which point the action would change the Yes to a No.

It kind of works in my head but I have not yet tried it in the application.

What kind of issues do you foresee getting in my way? Any suggestions or better ideas on how I might go about accomplishing the required results?

I am going to give the above a try and see if I have any success.


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Andrew
andrew.fry25@gmail.com
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  • I have done looping Automations, but here is another easier suggestion.

    Make an Automation that is triggered by a checkbox being toggled.

    The Automation will have 21 steps.  Steps are easily copied.
    Steps 1-20 will create 20 children numbered 1 to 20 as child records of a parent.
    The 21st step will delete any children who have numbers higher than the # of Tasks required. 

    If you need 5 Tasks, then it will create 20 (always) and then delete 15.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • AndrewFry's avatar
      AndrewFry
      Qrew Assistant Captain
      Mark,

      That is an interesting way to have it do it. Basically you just mass produce in bulk, then remove the copies you don't need. The removal is going to be the difference between the # mass produced (in your example it was 20) and the number desired.

      I will have to give that a try. Thanks Mark!​

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      Andrew
      andrew.fry25@gmail.com
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        The delete would be on any value 1-20 written onto the child which is higher than the lookup of the number required. 


        The number required will be looked up down to children. 



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        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------