Create a set of Tasks for each record in a Table

[jurshan]

I am trying to create a scheduled job that creates a list of tasks for our maintenance team. They do monthly inspections at over 100 site locations and I need to be able to create a scheduled job that runs at the 1st of the month that will create a task for all those sites. I was thinking I could build a workflow that loops through a set of conditions and create those tasks but I am not sure how to cycle through the our Site Name table to get a individual task for each of them. I really do not want to have to create a template for each site.

Any input is appreciated.

[Mark Manders]

Why not use flow designer. Look up the sites and for each site create a record. The 'look up records' and 'for each'-function are base functions in flow designer, just as 'create record'. Trigger it on the first of the month and just fill the fields with the information needed and your records will be created.

If my answer helped you in any way, please then mark it as helpful.

Mark

[jurshan]

That did the trick! No my next issue is I need to populate a field called Site Name on the task to pull each of the various records site name field so they have one task record per site name. Ill keep playing around to see if I can find out how to do this. 

[Mark Manders]

I think you could manage that from pulling the site name from the 'for each' part of the flow.

[jurshan]

Could you provide an example of what it would need to pull the site name values and plug them into the task creation so each record has a different site name? I see so many single field examples but none that need to populate different fields from a reference table.