Automate away Export/Import with Pipelines?

For anyone who finds this later on, I found a solution! Instead of trying to recreate the exporting of a report to a CSV and then importing it after changing some values, I instead approached the problem from a record by record basis. That is to say, I created the new child table and a form for that table that asks for the previous project (table-to-table relationship 1) and some other criteria I can use in conditional queries throughout the pipeline, and the new project (duplicate of table-to-table relationship 1). Creating that child record triggers the pipeline, Step A. Step B is to search for records that have the same related project ID as I just entered in the form for the old project, and similar data from those other fields. Then, Step C takes each record the pipeline finds that meets those criteria and it creates a new record using some of the data from the original record, but inputting the related project ID for the new project based on the new child record from Step A.

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Daniel Johnson
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