Filtered Table to Table Import
I have a Cycles table, with each cycle having ~100 related "Cycle Records". From the "Cycles" table, I'd like to audit those 100 related records. I tried creating a table to table import, but I found ...
Forum Discussion
Have you worked with URL formula buttons at all?
What I would do is to set up a table with a single record which would be Record ID# = 1. Make a field on that table to record the Record ID# of the Focus Cycle, and then make a relationship back to the Cycle Records table based on a formula numeric field with a formula of 1. [Link to Focus Cycle (=1)] and look up the Record ID# of the focus cycle down to the Cycle records.
Then update your saved table to table import filer to filter on that field.
I suppose that you could stop there and just run the import manually.
or else you can make this fancier and make a URL formula button to update that record and run the import and then land the user say on a report of the newly created records.
What I would do is to set up a table with a single record which would be Record ID# = 1. Make a field on that table to record the Record ID# of the Focus Cycle, and then make a relationship back to the Cycle Records table based on a formula numeric field with a formula of 1. [Link to Focus Cycle (=1)] and look up the Record ID# of the focus cycle down to the Cycle records.
Then update your saved table to table import filer to filter on that field.
I suppose that you could stop there and just run the import manually.
or else you can make this fancier and make a URL formula button to update that record and run the import and then land the user say on a report of the newly created records.