Hi, I’m trying to create a feature where users can select their preferred date and thereafter the data in a specific screen will save monthly. Is there a way this can be done without the user having to be prompted to interact with the app each month on that date? Thanks
Hi there, @rubbuttz… we would need to know more about what “data in a specific screen will save monthly” means, but in general, it sounds like a scheduled backend workflow could do the trick. When a user selects their preferred date, schedule a backend workflow to run, and have the last step in the workflow schedule the workflow to run again one month later.
Hope this helps.
Thanks Mike, The data being saved would be calculated values if that helps? In your suggested approach, would that not mean the workflow would be scheduled from the day created? If so what I’m after is a user, on any given day, being able to select a day of the month in the future for this workflow to then run on that day until changed. Thanks
I don’t think your reply changes my answer. When the user selects a day of the month, schedule a backend workflow to run on that date the next month, and have the last step of the backend workflow schedule the workflow to run again one month later.
Thanks Mike, how do I do that?
What do you know about backend workflows, what is the thing you are trying to update on the same day every month, and how does a user select a day of the month?
Hi Mike, I’m learning as I go. So far I’ve set up user initiated workflows to save data and navigation. On this page the user will use a drop-down to select a date between 1 and 28. What I think needs to happen is for a workflow to work out when the date extracted from current date equals the value in the drop-down and then use this as a trigger to create several new data values. Thanks
Okay, so you’ve got a dropdown to select the day of the month, and let’s assume the user clicks a save button. When the save button is clicked, you are running a workflow that does whatever you need it to do, and one of the steps in the workflow would schedule a backend workflow like this.
I have no idea what parameters you need to pass to the backend workflow (the parameters will be based on exactly what you need the workflow to do), but the part I am trying to show is how you schedule it to run the first time based on the day selected from the dropdown. Then, as I mentioned in my first two replies, the last step of the backend workflow will schedule the workflow to run again on the current date/time plus one month (which will run the workflow again on the user’s selected day the next month).
Thanks Mike, I’ll give this a go