Field reference
Auto Repeat
How to use Auto Repeat in Workflow & Automation: access, working steps, fields, related records and troubleshooting.
Purpose and access
Configure workflow states, transitions, assignments and notifications against the correct record type. Define which role may act at each step and test the complete lifecycle in staging.
This page is a record page in System Admin → Workflow & Automation. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Reference Document Type, Reference Document, Start Date, Frequency.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Auto Repeat from System Admin → Workflow & Automation, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Reference Document Typereference_doctype | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Reference Documentreference_document | Dynamic Link Required | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Submit on Creationsubmit_on_creation | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Start Datestart_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
End Dateend_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Disableddisabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Frequencyfrequency | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Repeat on Dayrepeat_on_day | Int Optional | Enter a whole-number value. |
Repeat on Last Day of the Monthrepeat_on_last_day | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Next Schedule Datenext_schedule_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Generate Separate Documents For Each Assigneegenerate_separate_documents_for_each_assignee | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Assigneeassignee | Table MultiSelect Optional | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Auto Repeat User |
Repeat on Daysrepeat_on_days | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Auto Repeat Day |
Notify by Emailnotify_by_email | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Recipientsrecipients | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Templatetemplate | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Template |
Subjectsubject | Data Optional | To add dynamic subject, use jinja tags like New {{ doc.doctype }} #{{ doc.name }} |
Messagemessage | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Print Formatprint_format | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Print Format |
Child tables
Assignee — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Useruser | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Repeat on Days — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Dayday | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.