np,
You can create a new field in the target table which will automatically be populated in the format SSS-Record ID#, where SSS is some acronym for each respective Source table and then the Record ID# is the record ID of each respective source table's records. of course, you will also need the other fields too.
The in Table 1, create a formula text field which will result in like
BUS1-123
So, for example
List("-", "BUS1", ToText([Record ID#])
Then set up three Saved table to table imports to
MERGE the records for table 1 into the target table. Select the Merge choice.
Then set up an Automation to run each night to run the three imports as three steps.
The only problem will be if records in he source tables may get deleted. If that is the case, post back and we can discuss a solution to that flaw.
EDIT - Set the Key field of the target table to be that SSS-Record ID# field.------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.commark.shnier@gmail.com------------------------------
Original Message:
Sent: 01-29-2020 16:59
From: Michael Zeppieri
Subject: Merging Tables
Under one app, I currently have three tables. Each table represents the accumulation of different business workflows that result in the generation of financial transactions.
I want to now aggregate this financial data into one table so that I can generate reports from the aggregate data.
I created a new table to serve as the aggregation point. My assumption is that an automation can help with this, but I am not sure which one. Because I already have over a 100 existing records that I will never modify again, there is not a create or modify trigger to copy the data.
What I need is a daily batch job where Quickbase scans the three source tables and only brings over new financial records into the aggregate table. It's basically a table synchronization automation.
Any thoughts on how to approach this?