Hello,
I would like to build a recurrence functionality that is very similar to the Agreement Booking Setup in the field service module, which is the following:
The purpose of this feature is to avoid manual intervention if I have a task that repeats frequently. Here are some scenarios
- Example: I want to add 3000$ bonus for 10 employees for 3 months which means each month an employee will earn 1000$.
Instead of going for each employee and adding 3x records per employee manually, the manager can select the employees and schedule the Bonus installment for each individual.
The recurrence will not just be monthly as we need to have the Weekly,Quarterly, Annually units.
Other examples:
- If I want to give a Bonus to an employee every Sunday and Tuesday with no end date, how would we handle it?
As far as I know, in the flow we can check the dayofweek, etc., but what about records without an end date?
- Another one is the End date behavior can also be set after a certain number of occurrences.
The same as the above example but for X number of occurrences only. (It might be 4,3 or whatever..)
- Also, it can repeat every X days and the end date of occurrence by end X month.
What do you suggest as a solution to achieve the above requirements and could you please clarify how the records will be processed? Can you suggest how we may structure it in a more effective way and what are the setup tables required? Example: Table for the occurrence, another one to put the records in queue, third one is target table where the records will be generated..
Kindly note that the recurrence option of Power Automate will not work because the parameters are dynamic and the interface anyway is in model-driven and should be configured by a user. However, we can build a workflow that runs daily and check the records that should be processed.
Any help is greatly appreciated.
Best regards,
EBMRay
