Forum Discussion
AshleyAsante
8 years agoQrew Cadet
But is there a way to automate this process? I can manually run this report and have the records copied to a new table ----- but I'd like this to happen daily or weekly, without me having to be the trigger
- AlexGale8 years agoQrew CaptainI know you can automate Table-Table imports using the Automations feature, and you can have Automations run on a schedule.
I would recommend going into the target table and clicking More>Import/export>From another table. From there you can create and save a table to table import.
Next you just have to set up an Automation. You can have those run on a schedule, and you can have them trigger Table-Table imports.
When setting up the Table-Table import, I know that you can use the merge feature to update already existing records and handle duplicates, but I don't know much about how that's done. - QuickBaseCoachD8 years agoQrew CaptainThis issue will be that a saved table to table import can only be at the detail record level, but Ashley wants to copy across a summary report. I often wish I had the same feature as a Summary report can be used to create an index table of unique Key fields as a Parent to detailed methods.
The only way I know how to do this would be to have an automation or an action to add a record to the Parent index if the detail is added and there is no parent. But that would probably fail if a bunch of detail records were imported causing the webhook limit of 10/second to be exceeded. - Laura_Thacker8 years agoQrew CommanderAnother option is to utilize Google Scripts to do this; but it is non-native and has development costs.