Good Day,
I have an Assets table, each asset requires preventative maintenance on a schedule of X days (30, 60, 90 days, etc.) after last completed. This creates the PM Due Date.
In the same App, I have a Work Order table that assigns the task to personnel based on the Asset selected.
Is it possible to automate the creation of a new record (work order) when the due date of the PM (Asset table) is approaching (7 days prior).
Any thoughts are appreciated.
Landon
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Landon Smallwood
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Question
Create Record based on Due Date of Task -7 days
+2This topic has been closed for replies.
+11Yes,
You can do this easily via pipeline and checkbox formula
Create a checkbox formula which becomes True before due date of PM
Pipeline works with Create New Record when this checkbox formula is true,
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Prashant Maheshwari
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You can do this easily via pipeline and checkbox formula
Create a checkbox formula which becomes True before due date of PM
Pipeline works with Create New Record when this checkbox formula is true,
------------------------------
Prashant Maheshwari
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