URL Button that saves a report to another table

Question

hello,

I have a table that shows up on a projects form that shows the staff on a project. Managers go in to the table and edit the staff records in the table to update dates. I need the managers to be able to hit a button that saves those staff records to another table, as a way to save the history of the staffing dates.------------------------------Mackenzie Phillips------------------------------

evanmartinez · Answer

Hi Mackenzie,Have you looked at Automations to help you with this? An Automation could be set up to copy a record over to another table anytime a Manager edits it so long as you set up a way for Managers to indicate they are ready to copy the record over. For example you could put a checkbox on the record that only Managers and Admins can edit that just says 'finalized' and set up an automation to copy the record anytime the finalized checkbox is checked and then go back and uncheck that finalized checkbox to reset it for them. This way your Managers don't even need to go looking for a button just go through that process and hit save. If you are specifically looking for a button I'm sure there are a few people here on the forums who could make some suggestions on how you could build that.&nbsp;Quick Base Automations Help------------------------------Evan MartinezCommunity Marketing ManagerQuick Base------------------------------

mackenziephilli · Answer

I figured out a solution! &nbsp;  Created a checkbox field on parent recordCreated url button to check fieldAutomation that when checkbox is checked, it checks a box in the child recordsAutomation that saves records with that checked fieldScheduled automation that runs daily to uncheck both the parent and child checkboxs so managers can continue to save new reports monthly.  Mackenzie&nbsp;PhillipsOperations&nbsp;Engineerm:&nbsp;774.573.6043consigli.com

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URL Button that saves a report to another table

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