Recurring Form Requests
Hello, I have a request form that gets filled out to create a record and was wondering how to enable the requester to be able to fill out the form once and have the task/record reoccur weekly or mont...
Forum Discussion
Hi Catie,
You will want to look at automations. You can create an automation that copies the records in the table on a weekly or monthly basis.
Create your Start Date and End Date Fields, so you can apply a filter to the action so that only records where the Start Date is on or before "Today" and the End Date is on or after "Today".
When you create the action, you will be copying from and into the same table.
Hope this helps!
You will want to look at automations. You can create an automation that copies the records in the table on a weekly or monthly basis.
Create your Start Date and End Date Fields, so you can apply a filter to the action so that only records where the Start Date is on or before "Today" and the End Date is on or after "Today".
When you create the action, you will be copying from and into the same table.
Hope this helps!
Maybe I didn't explain what I am wanting got do fully. I want the requester to be able to decide if the request should occur on a monthly or weekly basis.