Creating recurring records

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4 - Data Explorer
4 - Data Explorer

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.

7 Replies 7
4 - Data Explorer
4 - Data Explorer

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)

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…



Here are step-by-step instructions to create the Zap @Emilio_Lopez_Romo described.

  1. Log into Zapier.
  2. Select Make a Zap.

Set a trigger

  1. Choose App: Airtable
  2. Choose trigger: New Record in view
  3. Connect account: Here you’ll need to provide your Airtable API key to allow Zapier to access your bases.
  4. Setup record: Specify the Base, Table, and View
  5. Pull in samples: Load a record from the base. (You’ll have to create a record that triggers the view.)

Create action

  1. Choose app: Airtable
  2. Select action: Create record
  3. Connect account: Select the Airtable account you set up in Step 5.
  4. Setup record: Specify the Base and Table
  5. Set DateA in the new record to be equal to DateB in the original.
  6. Test: Test the Zap. Check the base to confirm it worked.
  7. 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.)

6 - Interface Innovator
6 - Interface Innovator

Finally cracked this! if anyone wants to stay inside of airtable…

  1. Create a column for the date you want to recur.
  2. I created 3 checked columns, weekly, monthly and yearly - you could do more or less depending on recurring period
  3. 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’),’’)
  4. I then have 3 more columns that parse DATETIME_PARSE({Relevant year})
  5. The final date is displayed in a single column
  6. 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
4 - Data Explorer
4 - Data Explorer

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?

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?

5 - Automation Enthusiast
5 - Automation Enthusiast

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.