How do I add a button to show up on each record that creates a new record in another table and copies data from the original table?

Question

I have a table with data in it that I've imported. The data in this table will be wiped and replaced with an updated set on a weekly basis. Is there a way to add a button to this table such then when a record is found, that the data in some of the fields can be copied to another table or to a new record in another table?

basically I have a table with basic info in it that comes from another system .. I would like to add a button to each row such what when its pressed it copied elements of the record to another form/table and prompts the user to enter in the remaining fields in the other table ...

Another way to look at it is I have a table of orders .. and I would like to be able to search that table for a specific order, then when I find it .. click a button that creates a NEW record in another table and populates some of the fields with data from the orders table.

laurathacker · Answer

While you can write a Formula-URL field that displays as a button and will create a record in another table and populate data fields with fields from your source table; you might also want to consider a table-to-table import. This would allow you to create all the records in a quick and easy process. You would build your table-to-table import and save it so that each time you activate it, the mapping is already programmed to create records in your new table from the data in your source table. All you would need to do is to "identify" somehow the records in your source table that you want to move and use that identifier in your criteria for the table-to-table import.

If you are creating tens or hundreds of records; and your data is being wiped and repopulated weekly; this would be a far more efficient method.

archiveuser · Answer

Could you please elaborate a little more. I have the same desire.

I have a table that I need to update on a frequent basis. I hope building report in Quickbase would save me time to do pivot table at each update. The update involves change in records and column value. I already built my reports in Quickbase, and would like to find a way to update the table, so the reports can be updated accordingly.

gauravgaurav · Answer

you can use webhooks or actions for the same.

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How do I add a button to show up on each record that creates a new record in another table and copies data from the original table?

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