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Automation or WebHook to pull all records into one table

I need to get a system in place which allows a single button press that pulls all the records with a designated box not checked into a report and changes all the dates to today.  

It would be even better if it automatically creates a CSV file from this button as well based upon the selection criteria.

I was trying to even think of where to start on something like this.  It could not be in the record itself so I was thinking a home page or maybe a code page that was linked to a button on a homepage.  

Any help would be very appreciated!

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Thank you,

Jeremy Cohen
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  • AustinK
  • Registered
  • October 3, 2019
What are you trying to do with this system? Take records that are not completed yet and show them in a report so that people can then do something with them? Something similar?

I can see a few possible ways to do this on the record itself without resorting to javascript I think, but it will depend on exactly what you want to do. Are you just wanting to see incomplete records from the previous day and have their date show as today if a checkbox isn't checked? That would be easy enough.

How are your javascript skills? If someone helps you put in a javascript solution and it breaks in 2 months are you capable of fixing it yourself or would you need to hire someone to do that? Things to think about before moving to a coded solution. If you cannot fix it yourself then you will have some downtime which may or may not be okay in your specific case.
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