Auto create task based upon date field

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Is it possible to automatically create a project when a date is passed?

Thanks, Ron
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Ron

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Posted 2 years ago

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Matthew Neil

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100% automation of something like this will require some additional coding, which could include a server script, and/or webhooks.

Can you explain what you are trying to do a little more?
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Ron

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We want to track a expiration date on another table and automatically generate a project when the date is passed.  Presumably there would also need to be a flag indicating that the project is released so it is not released twice.  We would be interested if this type of requirement could be done using a webhook.

Thanks, Ron
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Ⲇanom the ultimate (Dan Diebolt), Champion

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Create a Dashboard Cron Job. Basically embed a script in a web page widget and place the web page widget on your dashboard. During the course of the day you will probably pass through the dashboard dozens if not hundreds of times and the script will run. Have the script compare the current date/time to the trigger date/time and run the operational part of the script if it has not run once in the last day, This may seem complicated but it is quite simple and avoids a host of problems involving an external server (domain registration, hosting, certificate, programming, uptime etc).

You cannot accomplish this with a web hook as a web hook triggers on a record being created, updated or deleted and you want to trigger on the passage of time beyond some date in a QuickBase field.

If you need further help with this solution feel free to contact me off-world using the information in my profile:

https://getsatisfaction.com/people/dandiebolt
(Edited)
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QuickBaseCoach App Dev./Training, Champion

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The lower tech solution is to have a report of Projects needing to be created and have a user get that Subscription report and push a button to make a project.  If there are many projects to be created each day, a webhook could be users to make multiple projects in one click by calling the API for import from CSV  API_ImportFromCSV.
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Ron

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I am almost there with the 'lower tech' approach.  I created a report to find the projects that need to be created.  The report contains a URL button formula to create the projects (see below).  The only remaining problem is loading a dropdown field which is really numeric reference field 227.  I have tried a lot of combinations and cannot get the field to populate.

URLRoot() & "db/" & [_DBID_CLIENT] & "?act=API_genaddRecordform"

& "&_fid_137=" & [Record ID#]

& "&_fid_130=" & [Related Property]

& "&_fid_142=" & false

& "&_fid_16=" & "Renew Lease"

& "&_fid_181=" & ToText([Leasing Manager])

& "&_fid_227=" & ???


Thanks, Ron
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Matthew Neil

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Just a few syntax things to help things transfer properly.  I like to use URLEncode for most of this, as it make sure to handle different types of formatting.

URLRoot() & "db/" & [_DBID_CLIENT] & "?act=API_GenAddRecordForm
&_fid_137="&URLEncode([Record ID#]&"
&_fid_130="&URLEncode([Related Property])&"
&_fid_142=0
&_fid_16="&URLEncode("Renew Lease")&"
&_fid_181="&URLEncode(ToText([Leasing Manager]))&"
&_fid_227="&URLEncode("3")
Make it easy to read later or make changes.
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Ron

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The dropdown on Project field 227 should display "Lease Renewal", but the numeric reference to the reference table record is 13.

Thanks again
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QuickBaseCoach App Dev./Training, Champion

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If Field ID 227 is to populate a drop down field which is for a relationship, it will need to be populated with the record ID of that choice.  So, for example if  you look at that little table of drop down choices and find that The record ID# for Lease Renewal is 3, then you need to put 

& "&_fid_227=" & "3"