To enhance the usability I should like also to enable Monthly recurring tasks as in the table below:
Task
Day of the Month
Pay salaries
15
Pay travel expenses
1
Send news letter
10
I should like the automation to add these tasks on a weekly basis in case the date is available in the upcoming week. Like this week we have the 15th, so “Pay salaries”, should be added to the tasks list.
A helping hand would be appreciated.
Thanks for your time and of course if we get a working solution, it would be perfect to get the current template updated
If I have understood you correctly, you will run an automation every Sunday to add monthly tasks to your To-Do list. I believe this action should do what you want it to do:-
[Monthly Tasks].filter([Day of the Month] >= Day(today()) AND [Day of the Month] < Day(today()) + 7).FormulaMap(AddRow([To-Do List], Task, Task, [Due Date], today()-Day(today())+1 + Days([Day of the Month])))
I haven’t tested this specifically, but I’ve used something similar. Let me know in case it doesn’t work.
@Rahul_Jaisheel and @Daniel_Stieber are correct. I didn’t realize that FormulaMap had access to the direct column names since it’s context was only on a single row.
You have to make a choice about what the “Day of the Month” means, within the context of “now”. I decided that when the script runs, it simple adds a task to next month, with the given date. This means the function above should only be run once a month,
If you want to have it run weekly, you’ll have to get fancier with your function to check the day of the current month, and whether the “Day of the Month” has passed or not. If done incorrectly, you will begin to get duplicate entries.
On my case what I want to repeat is an expense on my expense tracker (based on coda template)
Let me explain further. This is to keep track of repeated subscription payments. So lets imagine I pay Coda subscription every month on the 10th of each month. I would like to be able to add it once and it should multiply for a defined amount of months. Let’s say 12.
So I would just need to set up the expense name : Coda subscription, set the category = subscription, set the price $12 and choose it to be monthly recurrent during 12 months starting on the 10/04/2024. So i would see it for next 10th of april but as well may, june, july, august… etc
Another example would be let’s say i need to set up Figma subscription on a semi-anual recurrency and I am planning to have it for a year. so I would set name: Figma subscription, set the category = subscription, set the price $59 and choose it to be semi-anual and recurrent during 2 cycles (12 months in this case) so I would see one starting on the 12/04/2024 and the next one on the 12/10/2024.
This can be done with a button. The recurrence of the items can be set with a switch in the button formula, or better, from a lookup table of the recurrence options.
Please make a dummy doc showing a sample of this table and share it with us - that way we can show in your table how this is done. Showing just a formula here in the community can be confusing, showing it in your doc is easier for you and for us.
I will show a couple of things in your doc - unfortunately it has to wait a couple of hours because of meetings I have to attend. But I will probably get to it late(r) today, it is not very complicated.
I showed in your document one of the many solutions. What Jannis is talking about in this thread (one above this message) is very nice, but a bit more complicated.
If this is not what you were looking for, let me know.
would be appreciated.
