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[Automation] Backup - Move to other table when delete

  • January 29, 2019
  • 0 replies
  • 90 views

AdamKrzyzanek
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I would like to make backup repository while somebody remove records.
I imagined that I will use Automation for it. I created copy of my table (backup table) and want that When a user deletes a record --> Copy to Backup table.
Tried but something wrong with rule I created.
Any help or other solution?

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  • Community Moderator
  • January 29, 2019
Hi Adam,

In the past when I have created an Automation to copy deleted records over to a backup table I didn't use the Copy option I instead set it to Add a record and then based it on the fields of the record being deleted. This way it transferred that data over. The copy action is going to instead once triggered grab a set of matching records that exists somewhere based on your criteria and copy them. If you are trying to target the deleted record by the time the copy runs I believe the source record you are looking for would already be gone. I would suggest trying the version to instead Add a record and then picking out the fields you want to copy over from another record. 


Another option: Don't give your users permission to delete records. Instead allow them to edit a checkbox called "Please Delete". When an automation detects that this box is checked, first copy the record to another table, then delete the original record.