Forum Discussion

MikeKlausing's avatar
MikeKlausing
Qrew Assistant Captain
6 years ago

Copy Records to new table and Delete with automation

I have a quotes and dealer orders table. When a user creates a quote there is an "order" button.  My goal is to have that sit in their quotes table until they hit order and then that disappears from ...
Quickbase Automations
BabiPanjikar's avatar
BabiPanjikar
Qrew Assistant Captain
6 years ago
@Evan Westbrook solution should give you the desired outcome instead of going for deleting the data unless there is a need to do so.

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Babi Panjikar
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Jan-WillemSpeck's avatar
Jan-WillemSpeck
Qrew Assistant Captain
6 years ago
Hi
I'm in a similar situation and found this thread as i was orientating for solutions.

In my case the situation is about submitted change requests including budgets including currency exchange rates n relation to projects.
I was thinking  to build something like Mike described in his initial post. Reason to do so is that I need to make sure in some way that projects managers (PM) cannot mess with budgets and details after approvals have been granted
I believe this would be  easiest to manage to move and thus freeze the data incl costs and exchange rates to a new table where these group of PM's only have read access.

I will also build a quick test app around Even's suggestion to see how that works out.

Open for suggestions and experiences from others out there who faced similar issues as there is no need to re-invent the wheel.

Thanks JWS


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Jan-Willem S
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