Forum Discussion

ChrisSipes's avatar
ChrisSipes
Qrew Cadet
6 years ago

Suggestions for how to ""snapshot"" the database

I have an app with several tables which keeps project information throughout the quoting, execution, and closing phases.  I want to get a "snapshot" when a project moves from quoting to execution ...
Tables and fields
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
6 years ago
If you use an Automation rather than an Action you can do up to 50 separate steps in a row based on a trigger, so for example you could possibly capture some data from other tables as well.
ChrisSipes's avatar
ChrisSipes
Qrew Cadet
6 years ago
So if I use an automation, I can perform a snapshot of each of my child tables and my parent table into snapshot-version tables of each one?

How do I maintain/create the relationships between the parent and child snapshot tables?  While I can keep the project number in each one to tie them back to the original, they will all get their own record IDs.