How to Add records from table to other table
Dear QuickBase Expert, Greetings from Beginners. I have a problem that I need to solve and hopefully will get an insight by asking the experts here. I have two tables on my QB 1. Purchas...
Forum Discussion
Hi Devan,
For your workflow are you looking for a way to copy over records from one table to the other without having to manually reenter the information. So for example when you are done with a PuRF you would hit a button or check a checkbox and the record would be moved over automatically? Something like that is possible with a Pipeline that is set to copy records over. Or if this is something you would want to do once a day you can also use a function like a table to table import to bring records over once a day (for example if your PuRFs move over at the end of the business day. That would copy the records over into the PO table. Alternatively if you just want them to be related and pull down relevant information you can relate them and make sure you have lookup fields created for any field you want to pull down from PuRFs to PO.
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Evan Martinez
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For your workflow are you looking for a way to copy over records from one table to the other without having to manually reenter the information. So for example when you are done with a PuRF you would hit a button or check a checkbox and the record would be moved over automatically? Something like that is possible with a Pipeline that is set to copy records over. Or if this is something you would want to do once a day you can also use a function like a table to table import to bring records over once a day (for example if your PuRFs move over at the end of the business day. That would copy the records over into the PO table. Alternatively if you just want them to be related and pull down relevant information you can relate them and make sure you have lookup fields created for any field you want to pull down from PuRFs to PO.
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Evan Martinez
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Hi Evan,
Thank you for replying this to me,
"For your workflow are you looking for a way to copy over records from one table to the other without having to manually reenter the information. So for example when you are done with a PuRF you would hit a button or check a checkbox and the record would be moved over automatically? "
Yes this is exactly what I need to create on my QB.
So the workflow is when Users done with PuRF with the request list approved, then they will create PO for final purchasing. I would like to build an Items List that I simply add from PuRF record into PO. This way the users doesnt have to type again in PO list.
Is best practice to use Pipeline or Relationship table ?
Many Thanks
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Quickbase Admin
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Thank you for replying this to me,
"For your workflow are you looking for a way to copy over records from one table to the other without having to manually reenter the information. So for example when you are done with a PuRF you would hit a button or check a checkbox and the record would be moved over automatically? "
Yes this is exactly what I need to create on my QB.
So the workflow is when Users done with PuRF with the request list approved, then they will create PO for final purchasing. I would like to build an Items List that I simply add from PuRF record into PO. This way the users doesnt have to type again in PO list.
Is best practice to use Pipeline or Relationship table ?
Many Thanks
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Quickbase Admin
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