Action to create copy of record 12 months on

[Rob_Fulcher]

Hi

Next on my list of features to add is a way of creating a copy of the current record but with the date moved 12 months on, or 365 days or 52 weeks, however would work best so that the record is created for roughly the same time each year, I would also need the record status to revert back to “unconfirmed”

So to clarify I have a record which I am using as a Job Card, utilising the calendar view, I have a field for “Job Status” which moves through 4 stages, “Un-Confirmed, Date Proposed, Date Confirmed and Complete”

I am using actions and workflows to remove the job from calendar view and send a PDF email when the job status turns to “Complete” I now want to add either at the same time or just before an option to create a copy of that job but for 12 months time, so the only 3 fields that would need to change are “Start Date & End Date” and “Job Status”.

Thanks in advance

Rob

[Steve]

These posts might provide some ideas.

Add any number of rows from any row within a table Tips & Tricks 💡

Definitely a frequently-asked question: how do I add some number of rows to a table automatically? It’s possible, but it’s not easy. This article details an approach that can be accomplished entirely within AppSheet (no API use), within the app itself (no workflow use), and accommodates an arbitrary number of rows (no built-in count maximum). While I’ve tried to make the guide accessible for less-experienced app creators, make no mistake: this is an advanced technique. I hope you find this us…

Looping with actions Tips & Tricks 💡

Kinda burnt out and just wanna get this out. I’ll try to circle back later and provide some documentation. https://www.appsheet.com/samples/Examples-of-loops-using-actions?appGuidString=7b9ae746-1f51-4ecb-8c...