How to pull a report of recurring records?
I used this feature to be able to create recurring records "You can add a recurring record or tasks link field (which can be made to look like a button) by using our Recurring Records Wizard." I...
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Hi Michelle,
Here is a quick solution that should work for you.
1. Put a checkbox in your client deposit form and name it something like Recurring Deposits.
2. Put a checkbox in your Client table, and name it something like Recurring Deposits.
3. Create 2 automations that are triggered by the checkbox in your Deposits table.
a. Automation 1 to toggle the Recurring Deposit checkbox in the Client table to true if the Recurring Deposits checkbox in Deposits is changed to true.
b a. Automation 2 to toggle the Recurring Deposit checkbox in the Client table to false if the Recurring Deposits checkbox in Deposits is changed to false
With this solution, you can run a report from your Clients table that includes those which have opted in to recurring deposit.
Here is a quick solution that should work for you.
1. Put a checkbox in your client deposit form and name it something like Recurring Deposits.
2. Put a checkbox in your Client table, and name it something like Recurring Deposits.
3. Create 2 automations that are triggered by the checkbox in your Deposits table.
a. Automation 1 to toggle the Recurring Deposit checkbox in the Client table to true if the Recurring Deposits checkbox in Deposits is changed to true.
b a. Automation 2 to toggle the Recurring Deposit checkbox in the Client table to false if the Recurring Deposits checkbox in Deposits is changed to false
With this solution, you can run a report from your Clients table that includes those which have opted in to recurring deposit.