Recurrence Configuration

Configure one accountable membership for the intake. The storage permits multiple links and the digest iterates over them, but Intake Check flags more than one. Active schedules with an Active cadence are candidates for collection. The current digest computes due requests; it does not create Task records. Event Schedule and Scheduler State describe a broader scheduling model and are not consumed by the reviewed digest.

Use and boundaries

Field names below are the current product labels. * and ° are UI markers, not database constraints. A preferred single-record selection is not a global cardinality constraint either. The related guide explains operational rules.

Related guide · All entities

Recurrence Configuration in the current system

Fields

Field	Storage	Source, options or boundary
Name*	Text	Stored value.
Description*	Long text	Stored value.
Procedure°	Linked records	Procedure
Accountable Membership - OLD	Text	Historical; do not fill.
Reporting Membership	Text	Text reference; not a linked record.
Target Organization	Text	Text reference; not a linked record.
Classification Term	Text	Text reference; not a linked record.
Cadence - OLD	Single select	Daily, Weekly, Biweekly, Monthly, Quarterly, Annual, On Demand
Event Schedule	Long text	Stored value.
Estimated Effort	Duration	Stored value.
Priority	Single select	Urgent, High, Medium, Low
Target Template°	Linked records	Metric Target
Version°	Text	Stored value.
Lifecycle Status*	Single select	Draft, Proposed, Active, On Hold, Completed, Cancelled, Archived
Scheduler State	Long text	Stored value.
Tasks	Linked records	Task
Assignments	Linked records	Assignment Role
Intakes	Linked records	Intake
Cadence*	Linked records	Cadence (mirror)
Cadence (Key)	Lookup	Cadence* → Key
Observations	Linked records	Observation
Accountable Membership*	Linked records	Membership (mirror)
Accountable (Name)	Lookup	Accountable Membership* → Member
Accountable (Email)	Lookup	Accountable Membership* → Company Email
Accountable (Membership #)	Lookup	Accountable Membership* → Membership #
Accountable (Organization)	Lookup	Accountable Membership* → Business Unit (Legal Name)
Created At	Created time	Generated by Airtable.
Created By	Created by	Generated by Airtable.
Target (Value)	Lookup	Target Template° → Target Value*
Target (Direction)	Lookup	Target Template° → Metric (Direction)
Target (Unit Text)	Lookup	Target Template° → Metric (Unit Text)
Target (Metric)	Lookup	Target Template° → Metric*
Accountable Display Name	Lookup	Accountable Membership* → Member Display Name
Cadence (Lifecycle Status)	Lookup	Cadence* → Lifecycle Status
Intake Check	Formula	Computed; see formulas below.
Intake Step	Formula	Computed; see formulas below.
Tags	Linked records	op:tags · optional labels from the Core Tags catalog; classification only.

Current formulas

Internal references are rendered as readable field names. These expressions describe current configuration, including its limitations.

Intake Check

IF(COUNTA({Accountable Membership*})!=1,"⚠ Choose one accountable membership. ","") & IF(COUNTA({Cadence*})!=1,"⚠ Choose one cadence. ","") & IF({Cadence (Key)}=BLANK(),"⚠ Cadence has no key. ","") & IF({Cadence (Lifecycle Status)}&""!="Active","⚠ Cadence is not Active. ","") & IF(COUNTA({Target Template°})>1,"⚠ Choose at most one target. ","") & IF(AND({Target Template°},OR({Target (Metric)}=BLANK(),{Target (Unit Text)}=BLANK(),{Target (Direction)}=BLANK())),"⚠ Complete the linked target metric. ","")

Intake Step

IF(OR({Lifecycle Status*}="Draft",{Lifecycle Status*}=BLANK()),IF(OR({Name*}=BLANK(),{Description*}=BLANK()),"Schedule - 1",IF({Accountable Membership*}=BLANK(),"Schedule - 2",IF({Cadence*}=BLANK(),"Schedule - 3","Schedule - 4"))),"")

Example and maintenance

Illustrative example: “Daily service report” requests one membership to report against Target v1 on an Active daily cadence.

The 193 current records were migrated on 2026-10-21 from the legacy Operations base: all Active, Version 1, starting 2026-10-21. Identical old rows were merged, so one record can list several accountable memberships even though Intake Check expects one. Event Schedule keeps the old day as text, for example “Monday to Saturday”; the digest does not read it. See Architecture.

Use the existing fictitious records to inspect relationships in the guide. Before changing fields, check lookups, formulas, intakes and workflow contracts. This page documents structure; a field does not prove that an integration populates it.