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Question

Add Multiple Records to New Table

  • May 21, 2018
  • 0 replies
  • 34 views
We have a list of contacts and every few years we need to review them for changes.  There is a review table that we created that asks the reviewer a number of questions.  In the original table, when the contact is set to be reviewed, there is a "Add Record" button that will add the contact to the review table.  The issue is that our database has grown significantly and I now have over 200 "Add Record buttons.  Is there a way to get all of the reviews initiated at once?
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      I think what you are saying is that you have a relationship where 1 contact has many Annual Reviews.

      You have about 200 Contacts, and hence at Annual review time you need to create a fresh setup 200 Review child records so they can be updated, presumably in grid edit mode.

      Is that the situation?
      • AngelaBowman
      • Author
      • Registered
      • May 21, 2018
      yes, that is the situation...
      There are at last 3 choices.

      Low Tech
      Make a report of all your active Contacts and have the [Record ID#] be the only field.
      use the more button to copy these to another table and map the [Record ID#] into the field typically called [Related Contact]

      Medium Tech
      Use the Import / export function to make a saved table to table copy to again copy the active Contact into the Review table and mapping the [Record ID#] into the field [Related Contact].  As the Admin, you can then run it each year manually.

      Slightly Higher Tech
      Do the Medium Tech and then make a button that you can put on a dashboard to run the import.  I can help with that once you have done the Medium tech setup.

      There is also a solution as of today with Automations so you could kick off an Automation to run the saved import without any code at all, not even a URL formula.  Automation are new for General Availability today.
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