We run a CRM board to manage scheduling for campaign deployments. The deployments flow into the scheduling/resource allocation board from an approval board. Many of these deployments are regularly scheduled to deploy Weekly/Biweekly or Monthly. At present , we manually duplicate a campaign deployment(line item) to fill the board with scheduled deployments for the quarter. We urgently need the ability to automate the creation of Weekly/Biweekly or Monthly deployments from the original line item entry that flows from the approval board. We are looking to base the automation on the Cadence column ( Weekly/Biweekly/monthly) and on the Scheduled end date column ( which specifies how long a campaign is to run). Is there any combination of automation/formulas that can help us achieve this?
Automation to schedule reoccurring line items based on date & status columns
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