Create a set of Tasks for each record in a Table
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‎08-11-2022 12:41 PM
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.
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‎08-16-2022 11:21 PM
Since I don't have your flow: you created the 'look up records' action. There you look up all the locations. It should work if you drag the 'site name' from the 'location' table from that action to the 'for each' part of your flow.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
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‎08-19-2022 09:43 AM
This is what I tried and the Flow Statistics show that the site name field is configured correctly maybe? Ill attach a screenshot of the flow stats. Once the flow is done executing even though the stats say my u_sitename field has values they do not show up on the created record.
I appreciate all your help in this issue.
