Allow duplicate records in automations to make repeating tasks easier
Giovani Barcelos
Documenting the process on the automation (aka creating task via automation) is not ideal for visualizing and editing processes on a macro level.
i.e. I could have an app called Templates.
Whenever I have to create repeating routines, I'd like to just duplicate the template (instead of creating it via automation)
This way we could set up views on "Template" app and visualize all processes with more convenience
R
Ray Thacher
Another vote for duplicate records in automations
Nate Montgomery @ SmartSuite
Merged in a post:
Duplicate records action in automation
K
Kulbir
K
Kulbir
This is important. Use case: recurring expenses and bills tracking, e.g. monthly phone bills.
Nate Montgomery @ SmartSuite
Merged in a post:
Duplicate record via automation
D
David Monahu
Until such time that a template approach becomes available, it would be useful to be able to use automation to select and duplicate a record - this way it's possible to maintain a library of "template tasks" to use as needed.
C
Cliff Clarke
I think this would be very useful, I've seen a few people asking for this in different areas and would be good to see it on the roadmap.
Could be an automation that finds certain records and then duplicates them in a table. There's a few use cases for something like this.
Y
YES Integrations
Related request here: https://smartsuite.canny.io/feature-requests/p/duplicate-checklists-through-automation
Valeria Pitiakova
We are looking into "duplicate template" functionality as well, but also duplicating all child records.
T
Thomas B
Since we can not automate or have defaults for subtasks then duplications is the only way. So it would be nice if we could have an automation duplicate a task. This is a good work around until all the fields have defaults.
R
Rob Tilley
Very helpful for us too as a part of a consulting environment - could have templated blank reports for every new client.
D
David Monahu
This is what I've been doing but manually. I'd prefer to do it via automation if there was a "duplicate record" option.
Load More
→