Forum Discussion

LandonSmallwood's avatar
Qrew Member
2 years ago

Create Record based on Due Date of Task -7 days

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 Smallwood

1 Reply

  • 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,

    Prashant Maheshwari