KimG
3 years agoQrew Cadet
How to make my automation repeat X times
Hi
I have a button that adds a child record to a table with various data from the related table.
It's involves three tables: a Company, Quote and Asset. When products quoted turn into a sale, the user clicks the button to create an Asset record on the related Company record with info pulling from the quote regarding the type of equipment purchased, sales order number, etc. Clicking a button causes a checkbox to be checked. The automation runs based on that checkbox being modified to checked; the last step of the automation is to uncheck the box. This works just fine. Since it's capital equipment most often sales are 1-2 items, meaning the button may need to be clicked once or twice to record the assets.
Sometimes we get bigger orders at which point it becomes annoying to click the button 10-20 times. Also if the user isn't patient between clicks giving the system time to run the automation, it may not register all the assets.
I'd like to add a field for adding multiples, but am not sure on the right syntax for getting my automation to loop for x times. I know it probably involves snapshots, and a formula to subtract one for each loop, but could use some help on setting up this structure.
Yes, I've set this up in Automations rather than Pipelines since it's far more easier to figure out how to do. I've attended several Pipelines training, but it all hasn't soaked in very well.
Thanks for the tips!
Kim
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Kim G
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I have a button that adds a child record to a table with various data from the related table.
It's involves three tables: a Company, Quote and Asset. When products quoted turn into a sale, the user clicks the button to create an Asset record on the related Company record with info pulling from the quote regarding the type of equipment purchased, sales order number, etc. Clicking a button causes a checkbox to be checked. The automation runs based on that checkbox being modified to checked; the last step of the automation is to uncheck the box. This works just fine. Since it's capital equipment most often sales are 1-2 items, meaning the button may need to be clicked once or twice to record the assets.
Sometimes we get bigger orders at which point it becomes annoying to click the button 10-20 times. Also if the user isn't patient between clicks giving the system time to run the automation, it may not register all the assets.
I'd like to add a field for adding multiples, but am not sure on the right syntax for getting my automation to loop for x times. I know it probably involves snapshots, and a formula to subtract one for each loop, but could use some help on setting up this structure.
Yes, I've set this up in Automations rather than Pipelines since it's far more easier to figure out how to do. I've attended several Pipelines training, but it all hasn't soaked in very well.
Thanks for the tips!
Kim
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Kim G
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