@alex_agi,
I do a lot of similar types of things in Airtable, where I have recurring checks that need to be done on things at certain intervals. I’m going to explain how I handle that, as I think it may be a better/more flexible option for you. It requires more work to set up, but once set up, it allows you to do a lot more, and does not require you to use an external automation service like Integromat. You can decide whether or not this will work for your situation.
You have your Inventory table, where each record represents some inventory object that you need to check.
I’d suggest creating a second table called Check Records; each record in this table will represent a check performed on an inventory object. It will have a field for the {Date} the check was performed (this can be a “Created time” field that automatically fills in the date when the record is created), and any other information you might want in in reference to a check-up; maybe “Who Did This” or “What was the result”. Or maybe you just need the date, and that’s all, but the date is the important field to have because we will use it to track your intervals.
Next, we will link each Check Record to an Inventory object. Create a field in the Check Records table that is a “Link to another record”, pointed at the Inventory table. Uncheck the “Allow linking to multiple records” option (we only want a check record to relate to a single Inventory object – but each Inventory object can have many Check Records).
Back in your Inventory table, we will need to have 3 fields:
- A Rollup field called {Last Check} that finds the date of the most recent Check Record made for this Inventory object; the Rollup will point at the Check Records table, and the {Date} field, and uses this rollup formula:
MAX(values)
-
A field that defines the interval required before the next check expressed as an integer and representing {Days Between Checks} - whether its just a Number field that you fill in manually, or a Formula field that dynamically calculates the interval you need is up to you.
-
A Formula field that calculates the date that the next check is due, perhaps called {Next Check}. It can have a formula like this:
DATEADD(
{Last Check},
{Days Between Checks},
'days'
)
Now you can create a View that filters to show Inventory records where {Next Check} /is/ /today/.
Marking an Inventory record as checked is as easy as creating a new linked record in the {Check Records} field. I do this quickly by 1) making sure the “Name” field of my Check Records can never contain the word “new” - perhaps easiest to achieve by making your {Date} field the “primary” field of a Check Record; and then 2) hitting Enter in that linked record field, typing the word “new” in the search box that pops up, and hitting Enter again (typing “new” filters the records to show those that match the search term – but if there are no matches, then the + Add new record button gets highlighted, enabling you to just hit Enter to create a new one).
If you only really have the auto-filling “Date” field in your Check Records, then that’s all you need to do. Once the record is created, the new {Last Check} and {Next Check} dates will automatically be updated, and your Inventory record will disappear from your “Due Today” filtered view.
Like I said, if you think that could be useful in your situation, then great. If not, no problem, do whatever fits your needs.
