how to trigger automatic payments schedule using table data?

Question

I'm looking for an answer to my question. I have multiple tables related to invoices and reporting. What I'm&nbsp;looking to do is set it up where once I select a customers payment schedule in my invoices table if he/she selects 3 for example, I want that to trigger an auto creation of 3 payments&nbsp;that divide the total sum into 3 payments.

mcfneil · Answer

There are three options.1 - Create a formula url that will create x number of payment records based on the previous selection.This will utilize the "API_AddRecord" function.&nbsp; You will just need to work the logic into the formula for how many times it redirects.2 - Use a Quick Base Action to create the child records based on a trigger (i.e. adding the [# of payments scheduled]3 - Webhook, that triggers a 'CSV import' and creates the records.All of which will require a little know-how, but if you need more clarity on any lets us know.

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how to trigger automatic payments schedule using table data?

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