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CeciliaMullan's avatar
CeciliaMullan
Qrew Trainee
4 years ago

Copying records to new table using automations with criteria based on modified formula fields

I want to copy records from one table to another once these records meet certain criteria. The criteria, however, are based on formula fields. For example, one field is a formula checkbox that is automatically marked when the record's expiration date field is past today's date. The other field reflects when the record has reached the number 0 (which is the difference calculated between two other fields). Does the automation only work when the record is modified "manually" by a user? Is there a workaround if this is the case? Input is much appreciated!

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Cecilia Mullan
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Pipelines
Quickbase Automations

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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    4 years ago
    Automations only fire when a record is edited. They do not fire as the result of a formula field changing with the passage of time, or when summary or lookup fields change.

    In order to trigger an Automation you would could do a saved table to table import scheduled to run each night (by a scheduled Automation).  It could merge the table into itself themselves merging on Record ID and filtered to only include the required records and updating a date time field to the current date/ time or perhaps setting a checkbox field. 

    Then trigger your Automation to copy the records on that trigger.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
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  • Quick_BaseJunki's avatar
    Quick_BaseJunki
    Qrew Captain
    4 years ago
    Use a scheduled automation to check each day if the conditions have been met.

    Here's a video on Scheduled Automations that includes copying records with specific criteria. It's also possible to do something similar with Pipelines.



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    Sharon Faust (QuickBaseJunkie.com)
    Founder, Quick Base Junkie
    https://quickbasejunkie.com
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