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JordanMcAlister's avatar
JordanMcAlister
Qrew Captain
6 years ago

Log all data in fields from all records in Table A to a single new record in Table B

Hi all! I'm trying to make an audit log of sorts. I have two tables involved in this. Field Tech Schedule (Table A) and Field Schedule History (Table B). Table A only has 7 records in it and won't ...
APIs and custom code
Data import and export
Formulas and functions
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
6 years ago
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.   
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
6 years ago
OK , 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.