Scheduled Record Creations
Table A has many children in Table B. I would like it that when a record in Table A is created, two weeks later a record is created in Table B if certain fields meet a specific criteria. Example woul...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendYou can create a saved table to table import to import records from Table A into table B to create the children. You would map [Record ID#] into the field for [Related Parent] for example. You can also create any number of additional helper fields which are not actually used on the parent, but are there to be a source for data when copied to table B.
Then set the Automation to run that saved import 7 days a week. The filters on the import will ensure that they only get hits when some conditions are true, such as the Parent is still incomplete and [2 two week reminder date] (a calculated date field) is equal to Today.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Then set the Automation to run that saved import 7 days a week. The filters on the import will ensure that they only get hits when some conditions are true, such as the Parent is still incomplete and [2 two week reminder date] (a calculated date field) is equal to Today.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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