Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
It's not clear from your post if you want to create a Daily History record of all 7 Team Records or some sort of totals record.
But regardless, the method is the same and easy.
You set up a saved table to table copy to copy from Table A to table B. Then set up a scheduled Automation to run Daily or maybe weekly 5 days a week from Tuesday thru Saturday. The Automation will trigger some time shortly after midnight.
If you want to copy all 7 records, then you would just set up the Saved table to table copy to copy all 7 records. If you just wanted to copy the totals, then you would need to create a single daily totals record in a new table, relate it to all records in the Teams table and use summary fields to get your totals.
But regardless, the method is the same and easy.
You set up a saved table to table copy to copy from Table A to table B. Then set up a scheduled Automation to run Daily or maybe weekly 5 days a week from Tuesday thru Saturday. The Automation will trigger some time shortly after midnight.
If you want to copy all 7 records, then you would just set up the Saved table to table copy to copy all 7 records. If you just wanted to copy the totals, then you would need to create a single daily totals record in a new table, relate it to all records in the Teams table and use summary fields to get your totals.
- AlexCertificati7 years agoQrew CadetBut the fields in the tables are not the same. He has 7 records in Table A, with 7 fields each, and he wants to take that data and create one snapshot record in Table B with all 49 fields represented separately.
- QuickBaseCoachD7 years agoQrew CaptainOK , now I get the ask.
"no Problem"
Set the key field of Table B to be the Date field.
Make a saved table to table copy to import Team A only into table B and map the fields into table A's set of fields. Set the saved table to table import to merge on the date field.
Run the import manually and observe that it will create a record. it will copy 1 record and create 1 record.
then,
Copy the saved import and change the filter to only copy Team B only but map the fields into Team B's respective fields. It will copy just 1 record, but Merge it with the existing record for that date so no new records, will be created.
repeat for all 7 Teams.
Then just set the single Automation to run Daily, but it will have 7 steps.
Maybe set it to run every day, but filtered where some data exists to copy across, just in case they work on weekends.
- QuickBaseCoachD7 years agoQrew Captain... you will need to create a field in table called [Yesterday]
with a formula of
Today()-Days(1)
Use that field to populate the Key field of the Table B Audit logs the Automation will run each day about midnight "the next day". - JordanMcAlister7 years agoQrew CaptainAwesome, thanks for the replies! I will try your solution out Mark and let you know if I get it to working