自动创建event recurrences

Hi All -

I am creating an event calendar (to be coupled with the Calendar App) and I would like to enable folks to submit a recurring event, noting the frequency as once a week, every 3rd Thursday, etc. I capture the initial start date, but cannot figure out how to automatically generate the additional rows with incremented dates so that they can be displayed on the Calendar.

I've seen a similar question on recurring tasks, but the solution there seems to generate a new task only when the previous one has completed... I'd like all recurrences to be generated at one time (and I'll set an end date or maximum recurrences so I don't blow up the sheet...)

Appreciate any insight!

Answers

  • BullandKhmer
    BullandKhmer ✭✭✭✭

    Yup, I've built something like this in the past.


    I set up a seperate recurring events sheet.

    1. Included all the columns required for the destination sheet.
    2. Included a frequency column - dropdown daily, weekly, monthly
    3. Included a Day column (the day that the event occurs) - drop down incl. Mon-Sun, 1-28
    4. Included a record the date column.
    5. Included an automation to record todays date in the record the date coulmn at midnight every day.
    6. Hinged the event start date off the record date column and a nestled IF formula, based on the freq. and day columns to calculate the next occurance of the event.
    7. Set up an automation - copy row - to the destination sheet triggered daily when start date = today.
    8. Populated the source sheet with my recurring events.


    Hope that helps, sing out if you get stuck.

  • Hi@BullandKhmer,

    I appreciate you taking the time to tackle my question - thanks!

    If I'm following the logic correctly, (7) results in a copy of an event recurrence to the destination sheet, but only on the day of the next recurrence (start date = today). In that case, would a calendar built off of the destination sheet only show today's events, but not occurrences set to happen in the future?

    Please let me know if I've mis-interpreted the flow or the outcome.

  • BullandKhmer
    BullandKhmer ✭✭✭✭

    Yeah mate, you're right, I kinda read back the OP after posting and realized that I had misinterpreted what you were asking for... Thought about reposting, but it was late. Then I went to bed thinking about it but only came up with some half-baked solutions. Let me think about it some more, maybe I'll come up with something that works (maybe not)


    Cheers,


    AJ.

=SUM(Select the cells you want to sum)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-23 19:50:46","updateUser":{"userID":155716,"name":"Nkeiruka. Aguocha","url":"https:\/\/community.smartsheet.com\/profile\/Nkeiruka.%20Aguocha","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-23T22:24:40+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":98992,"type":"question","name":"Customizable automation email?","excerpt":"We have been looking to standardize our automation emails and we can't seem to figure out how. We want the email to come through looking as \"Company Name via Smartsheet\". It currently seems that it's dependent on the sheet owner. So currently all automation emails are being sent as \"Gabriel Barrera via Smartsheet\", which…","categoryID":321,"dateInserted":"2022-12-21T17:01:13+00:00","dateUpdated":"2022-12-21T17:55:00+00:00","dateLastComment":"2022-12-21T19:51:25+00:00","insertUserID":155918,"insertUser":{"userID":155918,"name":"Gabriel Barrera","url":"https:\/\/community.smartsheet.com\/profile\/Gabriel%20Barrera","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-22T17:37:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":155918,"lastUserID":155918,"lastUser":{"userID":155918,"name":"Gabriel Barrera","url":"https:\/\/community.smartsheet.com\/profile\/Gabriel%20Barrera","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-22T17:37:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":46,"score":null,"hot":3343295558,"url":"https:\/\/community.smartsheet.com\/discussion\/98992\/customizable-automation-email","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98992\/customizable-automation-email","format":"Rich","lastPost":{"discussionID":98992,"commentID":355141,"name":"Re: Customizable automation email?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/355141#Comment_355141","dateInserted":"2022-12-21T19:51:25+00:00","insertUserID":155918,"insertUser":{"userID":155918,"name":"Gabriel Barrera","url":"https:\/\/community.smartsheet.com\/profile\/Gabriel%20Barrera","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-22T17:37:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-12-21T19:50:29+00:00","dateAnswered":"2022-12-21T19:07:44+00:00","acceptedAnswers":[{"commentID":355131,"body":"

@Gabriel Barrera<\/a>,<\/p>

The sheet owner is always displayed in the Reply To field of automated emails. If a user clicks the Update Request on a row, then the email will display that user's (the sender of the Update Request) name in the Reply To field of the Update Request.<\/p>

The email is not reply-able because the email address is for Smartsheet automation, and not the sheet owner or the Update Requester. <\/p>

No add-ons that I'm aware of.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-21 19:50:29","updateUser":{"userID":155918,"name":"Gabriel Barrera","url":"https:\/\/community.smartsheet.com\/profile\/Gabriel%20Barrera","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-22T17:37:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":98935,"type":"question","name":"Automate SharePoint Permissions to Dashboard Access \/ Sharing","excerpt":"This might be far reaching, but I was wondering if anyone has ever attempted or if there is even functionality to create a flow in Power Automate that shares a dashboard\/workspace based on an an employee's email that was added to a permission group in an internal SharePoint site?","categoryID":343,"dateInserted":"2022-12-20T17:01:42+00:00","dateUpdated":null,"dateLastComment":"2022-12-22T13:27:46+00:00","insertUserID":151381,"insertUser":{"userID":151381,"name":"jidun","url":"https:\/\/community.smartsheet.com\/profile\/jidun","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-22T13:36:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":151381,"lastUser":{"userID":151381,"name":"jidun","url":"https:\/\/community.smartsheet.com\/profile\/jidun","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-22T13:36:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":31,"score":null,"hot":3343272568,"url":"https:\/\/community.smartsheet.com\/discussion\/98935\/automate-sharepoint-permissions-to-dashboard-access-sharing","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98935\/automate-sharepoint-permissions-to-dashboard-access-sharing","format":"Rich","tagIDs":[245,334,338],"lastPost":{"discussionID":98935,"commentID":355191,"name":"Re: Automate SharePoint Permissions to Dashboard Access \/ Sharing","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/355191#Comment_355191","dateInserted":"2022-12-22T13:27:46+00:00","insertUserID":151381,"insertUser":{"userID":151381,"name":"jidun","url":"https:\/\/community.smartsheet.com\/profile\/jidun","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-22T13:36:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-12-22T13:27:54+00:00","dateAnswered":"2022-12-22T09:39:24+00:00","acceptedAnswers":[{"commentID":355189,"body":"

Hi @jidun<\/a>,<\/p>

I've been researching in the Power Automate site for Smartsheet (https:\/\/powerautomate.microsoft.com\/en-us\/connectors\/details\/shared_smartsheet\/smartsheet\/<\/a>) and I haven't been able to find a specific flow that could accomplish what you intend. I also reviewed their Community posts and while I wasn't able to find your same request, this post<\/a> has some information about how to Connect Smartsheet with Sharepoint and could be of help.<\/p>

Alternatively, if your organization count with the required technical resources, you may also use our API<\/a> to create your own solution.<\/p>

I hope these ideas can be of help.<\/p>

Cheers!<\/p>

Julio<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-22 13:27:54","updateUser":{"userID":151381,"name":"jidun","url":"https:\/\/community.smartsheet.com\/profile\/jidun","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-22T13:36:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":245,"urlcode":"Sharing","name":"Sharing and Collaboration"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":338,"urlcode":"permission-problem","name":"Permission Problem"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">