Method General Q & A

Re: Repeating an action

Method_Morty — Mon, 26 Jun 2017 15:26:08 GMT

At the moment this action is not available on our New version. I would suggest going into the Classic version any time you want to create recurring records then switch back into New version to view/modiify/delete the data, and only using Classic to create. This is until we build this same action on New version which is on the roadmap.

You can build the logic on our New version, but must keep in mind the following:

1. Deleting these massive activity sets.

2. Updating these massive activity sets

3. Method:New is completely locked when runnning these processes

But to build this logic:

- Add a date range on screen
- Now in your action set using the Date Function, get the date difference
- Create a new table RecurringActivities, create one record in this table each time you go through this process, before all the activities get created (the # of times is based of the above date difference).
- Then have dropdown field in Activity table for RecurringActivities.RecordID.
- When you update or Delete an activity where RecurringActivitiesRecordID is not empty, update or delete all activities with same RecurringActivitiesRecordID

— Morty

Re: Repeating an action

GroGreen — Sun, 25 Jun 2017 03:25:09 GMT

This seems to only be available in Method Classic. Is there a way to do it in the new version?

Re: Repeating an action

Method_Morty — Tue, 20 Jun 2017 16:54:49 GMT

Take a look at the action: Insert Recurrence Date - "Useful in scheduling ongoing or recurring appointments in the future, the Insert Recurrence Date action allows the user to insert a recurrence for scheduling."

Sounds like this will help you achieve what you are looking to build.

— Morty

Repeating an action

GroGreen — Fri, 16 Jun 2017 19:07:13 GMT

What would the best and safest way be to repeat an action until 'x'?

Im trying to create a series of activities on a daily basis until a certain date. I need the action to repeat until the date.

Im thinking of having a button click itself, to be stopped through a conditional statement. Not sure if this would work though as I haven't tried it yet.

Are there any safeguards that would prevent an infinite loop in case of a mistake? Is there a better way?

Thanks!