creating new record with the existing record data except one field. I have requests table which couple of requests. I need to schedule a existing request

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I have requests table wherein I have couple of requests. I want to schedule a request based on selection of either number of years if it is yearly duration(or) number of months(it should be quarterly and atleast 3).For example request contains lot of info like assigned to, request type, reviewer and request due date.

I want to schedule a request(existing) for 10 years, then I need to create the 9 requests with different request due dates(based on selection of number of years if it is the yearly duration) with all other data as same as existing request.

Please do the needful by giving any info including formula URL to create multiple records different due dates



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Posted 4 years ago

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   We do have the Recurring Record Wizard that you can try. This does need application tokens turned on in the app. Thank you.