auto generate record
Is it possible to auto generate certain set of records on it own with certain fields populated on a define schedule or condition?
This is an enhancement that is on our radar for future development. Many workflows require automated record creation based on a particular record being created, i.e. auto creating children records for each new parent record.
Currently we do not have this functionality within TrackVia, but we have seen this process automated using a TrackVia to TrackVia connection using Zapier and the TrackVia API. More on Zapier can be found here: http://help.trackvia.com/knowledgebase/articles/430313-connecting-trackvia-to-trackvia and info on the TrackVia API can be found here: https://developer.trackvia.com/