Before creating an automation to generate recurring records, you'll first need to make sure your base is set up properly. Here's a quick checklist to run through:
- Create a new view to serve as the trigger for the automation.
- In the created view, add a filter to show records that match a condition you set.
NOTEIn this example, we will be using an automation to create recurring tasks. Feel free to copy the base to your own workspace to follow along with creating the automation.
Choosing a trigger
All automations start with a trigger that will prompt subsequent actions, so next, you will need to click “Choose a trigger”, then select "When record enters view".
After selecting the type of trigger, you will then select the table and view to serve as a triggering point for your automation action. For this example, we created a view and set a filter to where if a record's status is "Done", the record will show in the "Completed Task" view.
Choosing an Action
To create recurring tasks, you will want to choose the action "Create Record". When the automation runs successfully, a record will be created in a specified table. The "Create record" action can be configured with one or more fields set to any text or to a value from a previous step or both. For this example, we will be using the "Create record" action to create records in our "Recurring Tasks" table.
For the fields in this automation action, we pulled in the "Task" field value from the "Choosing a trigger" step and set the "Status" field value to "Todo". After adding the fields, you will want to test the automation to make sure no errors occur. Once the test runs successfully, all that is left will be to turn "ON" the recurring task automation.
For our example, we added 7 days to our task due date. In the "Recurring Tasks w/ Dates" table of the shared base, you will be able to see that our "Monday Task" has the DATEADD formula calculating for the next Monday.
Once you have a formula in place, you will need to create an automation. Follow "Choosing a Trigger" and "Choosing an Action" steps to create the automation. However, you will be adding an additional field to the automation "Action". In our example, we named the date field "Due Date" and inserted the formula dates. By doing this, our automation will create a new record with the date set 7 days after the date of origin from the previous record.
Once the "Due Date" field has the formula date value inserted, run a test to make sure the automation is working as expected. If the automation run is successful, you'll see a new record appear in the main grid view with the new date.