Recurring Transactions and updating the Date

Showcase
1

Hi There,

I’m new to the community and Coda.
I’m trying to create an automation to duplicate a transaction and update the date to add a month to it but I am not sure how to do that I would appreciate any feedback or suggestion

Thanks
Ammar

2

Hi @Ammar_Alsatrawi , welcome to the community.

I suggest you create a sample doc with dummy data and you share it with us here. We then can set the automation straight.

The intermediate question is if the the automation you have in mind is time based (like everyday at 09 AM) or when something changes in the table, for example the transaction comes in. Once this is clear the date can be set with something like: step1.yourDate.RelativeDate(1)

Cheers, Christiaan

3

Hi @Christiaan_Huizer ,

Thanks for responding back to me
The Automation I was trying to create is time based to recreate the transactions every end of the month.
I was able to achieve that via a workaround by making the automation push a button I added to the table filtering by the current month.
Here is a link to the example I created if you are interested.

image
image1912×947 186 KB

4

Thanks for sharing
you can simplify your code a bit by using the RelativeDate()

image
image655×355 36.3 KB

and I would replace this one :slight_smile:

[All Expenses]
  .Filter(
    ([Due Date].ToDate() >= Today().DateTimeTruncate("month") AND
      [Due Date].ToDate() <= RelativeDate(Today().DateTimeTruncate("month"), 1) - 1)
  ).[Due Date].Min()

with:

[All Expenses] .Filter(
    ([Due Date].ToDate() >= Today() AND
      [Due Date].ToDate() <= Today().RelativeDate(1) - 1) .[Due Date].Min()

cheers, christiaan

5

Thanks Christiaan,

I really appreciate your help

1 Like