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[Automation] Backup - Move to other table when delete

  • 1.  [Automation] Backup - Move to other table when delete

    Posted 01-29-2019 07:34
    I would like to make backup repository while somebody remove records.
    I imagined that I will use Automation for it. I created copy of my table (backup table) and want that When a user deletes a record --> Copy to Backup table.
    Tried but something wrong with rule I created.
    Any help or other solution?


  • 2.  RE: [Automation] Backup - Move to other table when delete

    Posted 01-29-2019 14:27
    Hi Adam,

    In the past when I have created an Automation to copy deleted records over to a backup table I didn't use the Copy option I instead set it to Add a record and then based it on the fields of the record being deleted. This way it transferred that data over. The copy action is going to instead once triggered grab a set of matching records that exists somewhere based on your criteria and copy them. If you are trying to target the deleted record by the time the copy runs I believe the source record you are looking for would already be gone. I would suggest trying the version to instead Add a record and then picking out the fields you want to copy over from another record. 



  • 3.  RE: [Automation] Backup - Move to other table when delete

    Posted 01-29-2019 14:59
    Did it, Love it, worked for me:)

    Thanks:)


  • 4.  RE: [Automation] Backup - Move to other table when delete

    Posted 01-29-2019 15:28
    Awesome, I am glad that helped!


  • 5.  RE: [Automation] Backup - Move to other table when delete

    Posted 01-29-2019 15:01
    Another option: Don't give your users permission to delete records. Instead allow them to edit a checkbox called "Please Delete". When an automation detects that this box is checked, first copy the record to another table, then delete the original record.


  • 6.  RE: [Automation] Backup - Move to other table when delete

    Posted 01-30-2019 13:25
    Alex, indeed it would work as well but, I believe, my problem was that I wanted to Copy instead of add. It looked for same Record ID which were not existing in second table. Now it will add it as separate record.