Hey guys, I want to create an entry for each customer every Monday in the datatype “Tracking History”. In my opinion this should work, I would be very grateful if someone could give me more input.
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Did you test this ? Did you see your workflow scheduled after 7 days in the “Scheduler” tab ?
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Hey @nocode.paulg .
Follow these steps. This is my opinion, but I think it might help you:
If you want to create an entry in the “Tracking History” datatype for each customer every Monday, follow these steps:
1. Set Up a Backend Workflow
- Go to Backend Workflows (enable this in Settings if needed).
- Create a new workflow called “Create Weekly Tracking”.
- Add an action “Create a new thing”, selecting “Tracking History” as the datatype.
- Configure the necessary fields, such as Customer and Date.
2. Schedule a Recurring Event
- In Backend Workflows, add a Recurring Event.
- Set it to run every Monday.
- In the “List to run on” field, use “Do a search for Customers” to iterate over all customers.
- Within this event, trigger the “Create Weekly Tracking” workflow for each customer.
3. Test & Monitor
- Run the workflow manually to ensure correct execution.
- Check your database to verify new entries.
- Adjust settings if needed to match your requirements.
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Not yet, just finished it today. Is there a way to see if it already works befor monday?
Yes. You can go to the “Logs” tab and then choose “Scheduler” then check out if it’s scheduled for next Monday or not. If yes, then this means it works !
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