create BAU task as per filter logic

RockRsv
Tera Contributor

I have a requirement which needs to be done by citizen developer using app engine no code.

 

i have a list of records where one of the columns says - recurrence as Monthly, Quarterly, Semi- Annually, Annually and these records needs to be created in the task list and the due date needs to be set as per the recurrence month end (like end of month).

 

so far, i have written a flow which is working as -

 

created a separate column as active = True/False and Template = True/False and used the look up logic and foe each condition - create a record using these filters and used another condition when it will pick up the creation of a new record (days until next run = basis on recurrence type and clicked with a secondary flow which will keep running and reducing the days until next run as 1 and when it will reach 0, it will trigger and create a duplicate record) - Problem is every record is having due date which exactly gets copied when using template and not giving that month due date - How this can be achieved?

 

or there are any alternatives which can eliminate this flow logic to build this BAU task re-creation? also all of these records will have an assignment based on a different referencing table - example as when it comes to US = it will go to XYZ, and when it comes to UK = it will go to PQR)

0 REPLIES 0