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How do I easily create a recurring record or recurring tasks?
You can add a recurring record or tasks link field (which can be made to look like a button) by clicking on the link below.
The wizard will ask you for the table where you want this link field and then it will ask you for the date field that should be incremented to space the newly created records in time. This can be used for any table, not just tasks, to quickly allow users to create multiple copies of the same record spaced out over time.
When an end-user clicks the resulting link field they are prompted for how many copies they want and for what interval they want to use to space them out in time.
NOTE: This wizard works with application tokens (To learn more, please see our QuickBase Add-ons and Application Tokens help topic). If you want to use Application Tokens with this wizard add the following token to your application:
If not, you can leave the application's token requirement set to disabled.
Note: If the recurring record contains a Numeric - Percent type field, you'll need to adjust that percent value in new records you create with the recurring button or link. QuickBase automatically divides values in a numeric percent field by 100. This feature lets you enter percentages in whole numbers. So, if you want to enter a value of 30%, you can enter 30 in this type of field, and behind the scenes QuickBase records this value in its proper numeric format, which is .3. This division also happens automatically when you create a recurring record from the original. For example, if your original record contains a field called Percent Complete, which is set to 60% (really .6), any recurring record created will contain the value .6% (really .006).