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Question

Record Creation automation

  • November 10, 2017
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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?
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  • November 10, 2017
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.

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  • November 10, 2017
Thanks for the reply...are there any threads on here that go into detail on how to accomplish these options?

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  • November 10, 2017
The copy option you mention would actually be very helpful in solving a different problem...thanks!