Add Multiple Records to New Table
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 t...
Forum Discussion
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.
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.