Forum Discussion

LuisFreitas's avatar
LuisFreitas
Qrew Trainee
8 years ago

Record Creation automation

So I have an expenses table in my app and I have recurring expenses each month that do not change...how can I automate the creation of these expense records every month?
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    You will have to create what is called a 'cron job' on a server to help manage this 100% automatically.

    Or
    You can create a code page that will copy all expenses of a certain type anytime the button is pressed.  You can put a button on the home page and click it once  a month.

    Or
    You can create a button to copy that individual record with a click for each expense that needs to be repeated.

    Each of these is different level of effort, but the more work early makes it easier down the line.
  • Thanks for the reply...are there any threads on here that go into detail on how to accomplish these options?
  • The copy option you mention would actually be very helpful in solving a different problem...thanks!