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JessicaMatenga's avatar
JessicaMatenga
Qrew Trainee
5 years ago

Copy records from one table to another - Auotmations

Hi
I have managed to create an automation to copy records from one table to another table when a field is changed to a specific value.  The trigger is when a user modifies or adds a record and the field is changed.  I am testing the automation and yes, each time I change the field it copies a new record to the other table. 
Can someone please help me -  if the record that already has the value is modified, how can I get it to change the existing.  Currently it is copying the record each time I change the field.  

Thank you in advance.

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Jessica Matenga
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  • So to be clear, you have a record with record 1234 in a table and when a field is updated to a value there, you want to copy Record ID 1234 to another table?


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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • JessicaMatenga's avatar
      JessicaMatenga
      Qrew Trainee
      I have a record with 1234 in table A and when I change it to 1235 it copies across to table B. 
      It is doing this correctly with all the values.  Problem is, if I change the same record in table A to difference value i.e. 1236, save then change it to 1235 again, it copies a new record across to table B.

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      Jessica Matenga
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        OK, how about adding a step to your Automation which updates the record in table A so it knows that it has already been copied.  Then adjust the trigger not to copy records which have already been copied.

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        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
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