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AJCampani's avatar
AJCampani
Qrew Cadet
4 years ago

How to create a new record daily if date is within parameters

I have a Lease Terms table that has a child table called Months and the Months table has a child table called Days. The Months table  records (one per month) are added simultaneously when a user check...
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
4 years ago
re: However, scheduling an automation won't work because there are no options to filter or create Day records for only leases that are actually in effect,

The Lease record should be able to know if a new Month Record is due to be added based on the based on Today()  being the first of the month and the Lease record being Active.  So you van have a scheduled Automation to copy the Active Lease records into the months table, thus creating a new month for each active lease on the 1st of the month.  That scheduled Automation could run each month.

Similarly, the lease should be able to know if a new day record is due to be added today (based on the lease being Active) ,   and you can have a daily Automation copy Active Records into the days table to create a new day records for each active Lease.

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Mark Shnier (YQC)
Quick Base Solution Provider
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  • AJCampani's avatar
    AJCampani
    Qrew Cadet
    4 years ago
    Thanks Mark! I was trying to add records so it would only allow the daily schedule as a trigger, but coping from the months to days table works perfectly.

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    Albert Campani
    Partner
    Richards, Higdon, Huguet & Campani, APLC
    Covington LA
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