Pipeline to create record and populate a date field

AmyGosz 

In the past I have use this technique to create a variable number of child records.  

I create an Admin Record in a table with just 1 record to record the Record ID# of the Focus Masters.  I create a relationship where One Masters has many Admins  and I look up any fields which will be required to determine how many Child record will need to be created from Masters down to the admin record.

Then I create a helper table say with 100 records in it.  Using a formula based on the the native Record ID field or another field that I populate I make sure that there is a field numbered 0 to 100. Call this [Month#].

Then make a formula field to calculate the first day of the month based on a starting date plus the number of Months in [Month#].

I then create a formula field with a value of 1, to link to the Admin record and lookup any fields I need to determine if the month is valid to be imported into Statuses. 

Then you will have to use your formula skills to come up with a checkbox formula Field to determine which of those 100 future months are valid to be created a a status record.

So then the last step would be to have a button which initiates a pipeline which would set the admin record on the focus master thus causing the helper table records to auto check box if they are valid to be created as a status record and then have the pipeline look for those valid records and create status children. 

Amy,

Since this is linear, I would use two Pipelines and this architecture

Pipeline One will fire when the Master Timeline record is created.

It creates one Time Status record where Due Date =

{{ a.start_date.replace(day=1) + time.delta(months=3) }} 

Pipeline Two will fire when a Timeline Status record is created

Step B is to Search for the Master Timeline record

Now you need some If Conditions

If # of Status Records  < # Required

Then Create another Timeline Status Record

where Due Date =

{{ a.max_due_date.replace(day=1) + time.delta(months=3) }}

If # of Status Records  = # Required

Then Create another Timeline Status Record

where Due Date =

{{ a.completion_date + time.delta(days=1) }}

If # of Status Records  > # Required

Then END

Creating that final Timeline Status record will fire Pipeline #2 again but it ENDS and nothing else happens.

Amy,

I would suggest target it this way.

Step A is when a Master Record is Created

Step  B is to Search the Status Table

Step C is inside the loop from the Search

This will let you add statuses or change the duration for any status with out changing your Pipeline

{{ a.start_date.replace(day=1) + time.delta(months='b.duration') }}

I did find the answer with QB Junkie. Here is the formula and it worked.

{{ a.expected_implementation_date.replace(day=1) + time.delta(months=3) }} with 3 being the variable for each month needed. This also makes the date the 1st of each of those months specified.

I was also able to do all 4 record creation steps within the same pipeline.