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Add Multiple Records to New Table

  • 1.  Add Multiple Records to New Table

    Posted 05-21-2018 15:01
    We have a list of contacts and every few years we need to review them for changes.  There is a review table that we created that asks the reviewer a number of questions.  In the original table, when the contact is set to be reviewed, there is a "Add Record" button that will add the contact to the review table.  The issue is that our database has grown significantly and I now have over 200 "Add Record buttons.  Is there a way to get all of the reviews initiated at once?


  • 2.  RE: Add Multiple Records to New Table

    Posted 05-21-2018 15:05
    I think what you are saying is that you have a relationship where 1 contact has many Annual Reviews.

    You have about 200 Contacts, and hence at Annual review time you need to create a fresh setup 200 Review child records so they can be updated, presumably in grid edit mode.

    Is that the situation?


  • 3.  RE: Add Multiple Records to New Table

    Posted 05-21-2018 15:09
    yes, that is the situation...


  • 4.  RE: Add Multiple Records to New Table

    Posted 05-21-2018 16:15
    There are at last 3 choices.

    Low Tech
    Make a report of all your active Contacts and have the [Record ID#] be the only field.
    use the more button to copy these to another table and map the [Record ID#] into the field typically called [Related Contact]

    Medium Tech
    Use the Import / export function to make a saved table to table copy to again copy the active Contact into the Review table and mapping the [Record ID#] into the field [Related Contact].  As the Admin, you can then run it each year manually.

    Slightly Higher Tech
    Do the Medium Tech and then make a button that you can put on a dashboard to run the import.  I can help with that once you have done the Medium tech setup.

    There is also a solution as of today with Automations so you could kick off an Automation to run the saved import without any code at all, not even a URL formula.  Automation are new for General Availability today.