Recurring Events

[Rajesh_Narayana]

Schedule repetition frequency of a transaction or event based (daily, monthly or yearly). Kindly provide suggestions or feedbacks for improvements. Especially, I want to workout more edge case issues.

// Query for every record in “Table”
let table = base.getTable(“Table”);
let query = await table.selectRecordsAsync();

let srcDtl = await input.recordAsync(‘Select the row to repeat?’,table);

if (srcDtl) {
// Begin logic of creating repetitive transactions
// Replace ‘Field’ with name of the field in your table
let field = srcDtl.getCellValueAsString(‘Field’);
output.markdown("#### You selected “”+field+"" as the source budget");

// Display frequency options
let freq = await input.buttonsAsync('Frequency',['Daily','Monthly','Yearly']);

// Replace 'Date' with date field in your table
let srcDate=new Date(srcDtl.getCellValue("Date"));
let nextDate = new Date(srcDtl.getCellValue("Date"));
let ctr=0;

// Obtain how many times the operation is to be repeated
let freqLen = await input.textAsync('How many times to repeat this?');

// Check if entered value is a number
if(!isNaN(parseInt(freqLen))) {
    for(;ctr<=parseInt(freqLen)-1;ctr++) {
        // Based on frequency type vary the next date
        if(freq=='Daily') {
            nextDate.setDate(nextDate.getDate()+1);
        } else if(freq=='Monthly') {
            if(nextDate==srcDate) {
                nextDate.setMonth(srcDate.getMonth() +1);
            } else {
                // Set date to original date
                nextDate.setDate(srcDate.getDate());

                // Add a month
                nextDate.setMonth(nextDate.getMonth() +1);

                // Edge case: If date is not matched with src date, means month rolled over to next one
                if(nextDate.getDate()!=srcDate.getDate()) {
                    // Edge case: Push back date one day before to roll back to last date of previous month
                    nextDate.setDate(nextDate.getDate()-1);
                }
            }
        } else if(freq=='Yearly') {
            nextDate.setFullYear(nextDate.getFullYear()+1);
        }
        
        // Insert records in 'Table'. Add any other fields that you want to copy in to the recurring record
        await table.createRecordAsync({
            "Field": field,
            "Date":nextDate,
        })
    }
    output.markdown('#### Inserted '+ctr+' records, *'+freq+'* starting from '+srcDtl.getCellValue("Date"));
} else {

    // If entered value is NOT a valid number display error and end
    output.markdown('#### Re-run this script and enter ONLY a number in the above field!');
}
// End logic of creating repetitive transactions

}

[Marianne_Hislop]

Hi I am very interested in trying to set this up. Actually whether Airtable is an option for us is dependant on recurring event option.

I am new to coding in Airtable. Excel VBA girl here. So could I ask for help on how to customise this for my application I am trying to build.

Thank you.

:slightly_smiling_face:

[Rajesh_Narayana]

You can see a working version of this script at my base Budget It! - Airtable Universe

I hope this helps your case. But do reach out in case of issues

[Lom_Labs]

Hello @Marianne_Hislop, we've built an app for this and you can find it here: https://lomlabs.gumroad.com/l/zbkfxz

You can set the start date, end date, and intervals and it will create the records for you with Airtable Automations:

Or you can just set the number of times you want the event to occur too!