how to trigger automatic payments schedule using table data?

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I'm looking for an answer to my question. I have multiple tables related to invoices and reporting. What I'm looking to do is set it up where once I select a customers payment schedule in my invoices table if he/she selects 3 for example, I want that to trigger an auto creation of 3 payments that divide the total sum into 3 payments.
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Ryan

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Posted 1 year ago

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Matthew Neil

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There are three options.

1 - Create a formula url that will create x number of payment records based on the previous selection.
This will utilize the "API_AddRecord" function.  You will just need to work the logic into the formula for how many times it redirects.

2 - Use a Quick Base Action to create the child records based on a trigger (i.e. adding the [# of payments scheduled]

3 - Webhook, that triggers a 'CSV import' and creates the records.

All of which will require a little know-how, but if you need more clarity on any lets us know.



Matthew Neil - Product Specialist