Hi there, I haven't seen this exact workflow set up before but I think it can be accomplished in Quickbase. Have you tried building a pipeline for this by any chance? You would want to think through a few details of how you would like this to work. You should think about when the appointments should be created, and how far in advance you would like to create them.
For example, if the start date and frequencies are entered when the company record is created, you could trigger the pipeline off of that. And then schedule 12 months-worth of appointments. If you did this, you would also want a second pipeline to scan for all companies which were entered at least 1 yr ago, and then create another 12 months-worth of appointments so the pattern continues in the long term.
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Brian Cafferelli
Product Marketing Manager | Quickbase
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