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Question

Recurring Automation based on conditional logic

  • July 9, 2019
  • 0 replies
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Hello, 

So I have recently discovered Automatons and it definitely solves half of my problem but I cant seem to figure out the rest. 

Scenario:
We have a PO table and a Tasks table. In POs a type of them are recurring with a active/inactive status with specific schedules (monthly, yearly, etc) and a user selector for documents responsibility. 

What I want to do is create some sort of Automation whereby if a PO is recurring, based on the schedule, it will automatically create a task for the user responsible every month (or year, etc) while the recurring status is active. 

My original thoughts were to run an Automation and run a formula at the end but I couldnt find any way of adding in a formula; and cant figure it out using the existing commands. 

Any help would be appreciated! 
    This topic has been closed for replies.

    What I did once in that situation was to detect if the Parent had at least two future children tasks. 

    I set up a saved table to table import to copy the parent into the child task table and populate the task due date field as the parent would know the frequency of the task and the most future task created so far.

    Then I set up an automation to import the parents who did not have at least two next future dated into a child table to create the next Child Tasks for all parents.  I ran the imports twice each day in the same automation.  

    So that way each night after midnight, I would know that each parent had at least 2 future tasks.
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