Forum Discussion

CeciliaMullan's avatar
CeciliaMullan
Qrew Trainee
5 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 auto...
Pipelines
Quickbase Automations
QuickBaseJunkie's avatar
QuickBaseJunkie
Icon for Qrew Legend rankQrew Legend
5 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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