Forum Discussion
EvanMartinez
5 years agoModerator
Hi Shaun,
Another really handy option when you are looking to do a onetime or infrequent move of records from one table to another is to create a report that is set up to snag the records you are looking to move and in the more options for that table using the option to Copy these to another table, that option will copy over the records you chose in the report over to another table of your choice. Then you can remove the records you want to get rid of once they are saved. It isn't available right now in the new table reports (but slated to come very soon) so if you are doing it today you might just need to jump back to the old table reports to use the feature for a little bit longer.
Alternatively, if you want to set up a regular archive cadence QB Pipelines can be set up to regularly audit your tables and move records that meet certain criteria over to another table and then delete for you. This way you can automate that process, it just takes a bit of set up and creating the right filters for you. I hope that information is helpful Shaun.
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Evan Martinez
Community Marketing Manager
Quickbase
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Another really handy option when you are looking to do a onetime or infrequent move of records from one table to another is to create a report that is set up to snag the records you are looking to move and in the more options for that table using the option to Copy these to another table, that option will copy over the records you chose in the report over to another table of your choice. Then you can remove the records you want to get rid of once they are saved. It isn't available right now in the new table reports (but slated to come very soon) so if you are doing it today you might just need to jump back to the old table reports to use the feature for a little bit longer.
Alternatively, if you want to set up a regular archive cadence QB Pipelines can be set up to regularly audit your tables and move records that meet certain criteria over to another table and then delete for you. This way you can automate that process, it just takes a bit of set up and creating the right filters for you. I hope that information is helpful Shaun.
------------------------------
Evan Martinez
Community Marketing Manager
Quickbase
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