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Sep 17, 2017 08:21 PM
I’m trying to create recurring records, the logic is as follows:
I have a table with Field A and Field B
Field A is a date.
Field B is a calculated date one week from Field A’s date.
When a record’s Field A is older than NOW(), I want to create a new record with Field A being populated with the date from Field B.
Is there a way?
Please note I’m not trying to update records, I need to keep the previous records and just create new ones based on the above rules.
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Sep 25, 2017 10:02 AM
Have you tried using zapier? sounds pretty simple.
Trigger: record enters view (view is defined as date>now)
Action: create record (in which date is original record date + 7d)
Cheers,
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Aug 03, 2018 05:05 PM
Hello Emilio_Lopez_Romo
Can you break down the instructions for exactly how to do that? I’m not familiar with Zapier or how to use triggers…
Thanks,
Sara
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Aug 03, 2018 11:33 PM
Here are step-by-step instructions to create the Zap @Emilio_Lopez_Romo described.
- Log into Zapier.
- Select
Make a Zap
.
Set a trigger
- Choose App:
Airtable
- Choose trigger:
New Record in view
- Connect account: Here you’ll need to provide your Airtable API key to allow Zapier to access your bases.
- Setup record: Specify the Base, Table, and View
- Pull in samples: Load a record from the base. (You’ll have to create a record that triggers the view.)
Create action
- Choose app:
Airtable
- Select action:
Create record
- Connect account: Select the Airtable account you set up in Step 5.
- Setup record: Specify the Base and Table
- Set
DateA
in the new record to be equal toDateB
in the original. - Test: Test the Zap. Check the base to confirm it worked.
- Name your Zap and turn it on.
That should do it! I tested on a scratch base and it works fine. (I configured the view to show records where {DateA}
is equal to Today
.)
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Oct 02, 2019 09:52 AM
Finally cracked this! if anyone wants to stay inside of airtable…
- Create a column for the date you want to recur.
- I created 3 checked columns, weekly, monthly and yearly - you could do more or less depending on recurring period
- I then created 3 columns that test if the date is in the past - if it is, it updates it to the upcoming period (lets say year) IF(DATETIME_DIFF(Date,TODAY(),‘days’)<0,DATEADD(Date,1,‘year’),’’)
- I then have 3 more columns that parse DATETIME_PARSE({Relevant year})
- The final date is displayed in a single column
IF(Weekly,{rec-week},IF(Monthly,{rec-month},IF(Yearly,{rec-year},Date))) - If it is important for you to create repeating dates with separate records, you’ll need to use external triggers (zap or ifttt) but for me this solves the repeating date problem. I just realized that I have to change the +1 to the period difference for it to work. If that’s not clear I’ll post
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Mar 14, 2020 10:17 AM
I’m new at airtable, and need some help along the same lines as above. I have a column of tasks tin a to do list. I have due dates. Some of the tasks occur weekly, some monthly, some quarterly. I made a column for Repeat date, and put in a formula to repeat every 7 days. However, I want different formulas depending on when task has to be repeated. Is there a way to do that?
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Mar 14, 2020 11:32 AM
Okay, I have a thought. My calculated field is this:
DATEADD({Due Date}, 7, ‘days’)
Can I add another column that has an integer and change the formula to this:
DATEADD({Due Date}, 7*{# of weeks}, ‘days’). In the column “# of weeks” I can put 1 for weekly, 4 for monthly, 12 for quarterly, etc. Would that work? Then can I use Zapier to make recurring tasks?
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Jun 03, 2022 08:29 AM
Does anyone know how to do this without creating new records? I’m trying to create recurring dates (every 6 months) based off an original date without creating a new record each time, just replacing the date every 6 months.
For example - if the date is set for Jan 1st 2022, I want the recurring date of June 1st 2022, then Jan 1st 2023, etc all in the same record.
So far I have used: DATEADD({Start date}, 6, ‘month’) but this only gets me one date and I’m not sure how to go beyond that.
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