Has anyone come up with a way to create recurring ...
# general
l
Has anyone come up with a way to create recurring tasks?
m
Yes you can create a custom record with all the details of the task and the frequency, then use the Create Record action to create a task record
Use a saved search and scheduled WF to trigger the create action
l
Do I have a "Next Date" field or something to trigger when the new task record will be created?
Why can't I just use the Task record but have a custom next date field to trigger the Create Record action?
m
Yes that would work as well
l
Thank you!
@MGBC I’m just wondering if you have an idea why this is not working. If I hardcode the details except for the date fields, it works fine, but when I source the values from the existing task record from the saved search, I’m neither getting an error message in the email nor the task record is getting created.
oops saw this in the workflow logs but we don’t have scripts on task records
m
Try to only set one field at a time using a sourced value until you find the one causing the error
l
Weirdly it shows the same error regardless