I have been trying to get this to work for a little while and still scratching my head. This is a major reason I decided on an Octatrack also.
I have a sequence running that is doing a simple drum beat using T5-7 for kick, snare and cymbals. T1 is a THRU machine. T2 is a PICKUP machine. Using a guitar through the Octatrack for live performance work.
Now I can only record into T2 if I have stopped the sequence from playing. How do I get around this?
I am also having problems with the gaps in the loop due to starting recording, loop stoping then silence. Is there an auto overdub to help correct this issue?
Can anyone offer any help or links to other information please.
There’s variations but I’ll give you one of them…
On T2 Pickup track:
Rec setup1: Rlen:64 Trig:one2
Rec setup2: Qrec:64 Qpl:64
With PU track selected and sequencer going press a/b, the quantize settings will make it so that the recording starts on the next pattern cycle. After the recording patten cycle is finished the pickup will go straight to overdub. By pressing c/d during the recording cycle the pickup will go straight to playback instead of overdub…
with making those the settings i can still only record the loop while the sequence is paused 

I’ve made sequencer synced loops with those settings thousands of times without fail…
I’ll try to see if I can think of what’s happening…
Maybe try on a fresh new project and only load a pickup track and try to get it to work…
It could have something to do with some other parameter page settings or a scene or something…
OK, I think I know what’s happening…
Is your pattern shorter than 64 steps?
If it is and qrec/qpl are set at 64, it will never get to a step 64 to start recording… 
If this is the case, set qrec and qpl to either plen(pattern length) or to the exact amount of steps in you pattern, then try again the method I posted above, should work then…
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aaaaahh. that sounds like it might be the issue. ill test it out when i am in the same room as the OT2 again
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I have the autostart working thank you @Open_Mike.
The overdub aborts when it reachs the end of the steps automatically though.
My programmed drum pattern is 16 steps long, I am looking for 32 steps of looping recorded.
R1 setup : RLEN=32 | TRIG=ONE2
R2 setup : QREC=16 | QPL=32
T2 SRC : LEN=x2
Anything else I should be considering?
Some stuff:
-For recordings 64 steps or shorter you can set rlen in the recording setup 1 to the exact amount of steps, so if you set that to 32 then it should go straight into overdub after 32 steps without pressing anything, if set to one2 mode you can go straight to playback by pressing c/d sometime during the recording…
Things that make it not go into overdub are:
-being midi clock slave
-having adjustments on rate or pitch
-scenes or lfo’s assigned to rate or pitch and in use, lfo’s go to pitch by default so make sure all depths are at 0…
-you should probably turn Len to off on the pickup track, that’s for multiple pickups…
You might not need a thru track?
-You can monitor through the pickup machine and add fx to it, although only when the track is selected and you can’t use sequencer plock trigs, but it saves a track. If so you’d change recorder setup 1 Src3 to “-” and choose the appropriate inputs. Then on recording setup2 the monitoring levels for AB and CD are there for the pickup track…