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Question

Log all data in fields from all records in Table A to a single new record in Table B

  • June 4, 2019
  • 0 replies
  • 43 views

Hi all!

I'm trying to make an audit log of sorts. I have two tables involved in this. Field Tech Schedule (Table A) and Field Schedule History (Table B). Table A only has 7 records in it and won't have any more records. Table A is a housing for Teams, ALPHA through GOLF. Each record or Team has multiple fields I would like to keep track of at the end of the day and would like that data to be filed in Table B for each day. Previously, I had it formatted where a new record for each team would be created in Table B with Table A's info, BUT I am trying to instead make it to where Table B only has one record log for each day with all of the team's data from Table A in it, so one record in Table B would have field info from all the records(teams) in Table A.
 
So, Table B would have one record that has:
ALPHA - Field Techs
BETA - Field Techs
CHARLIE - Field Techs
.
..
...
GOLF - Field Techs
ALPHA - Jobs
BETA - Jobs
etc.....

I was trying to accomplish this with an automation triggered off of a URL button that changed a checkbox, but when describing the action, it won't let me take data from a specific field other from the record the button was pressed. For instance, within Table A and record ALPHA, if the button was pressed, I could only record info from record ALPHA.

Is there an URL formula that can take data from specific fields within a specific table with a specific record ID and write it to a new record in another table?
I already have all the fields in Table B set up to receive all the info from each team in Table A.
Follow up to that..Is there a way to put this button on the homepage dashboard?


EXTRA INFO:

Table A dbid: bpjmhb64x
Table B dbid: bpnrreyt5

Table A's RIDs:
ALPHA - rid_1
BETA - rid_2
CHARLIE - rid_3
DELTA - rid_4
ECHO - rid_5
FOXTROT - rid_6
GOLF - rid_7

Basically, what I am trying to do....
Table A to Table B info copy:
rid_1 fid_7 -> fid_20
rid_2 fid_7 -> fid_21
rid_3 fid_7 -> fid_22
rid_4 fid_7 -> fid_23
rid_5 fid_7 -> fid_24
rid_6 fid_7 -> fid_25
rid_7 fid_7 -> fid_26
rid_1 fid_8 -> fid_49
rid_2 fid_8 -> fid_50
rid_3 fid_8 -> fid_51
rid_4 fid_8 -> fid_52
rid_5 fid_8 -> fid_53
rid_6 fid_8 -> fid_54
rid_7 fid_8 -> fid_55
rid_1 fid_28 -> fid_42
rid_2 fid_28 -> fid_43
ect...ect..


Please Help!




anyone?

  • Registered
  • June 27, 2019
Perhaps create a field in Table A that appends / concatenates the contents of all required fields entered per each new record on Table A.

You could then set up a Quick Base action whereby when field x on Table A changes, and any conditions of your choosing are true, perform action +Add a Record to Golf App -> Table B.

It's not clear from your post if you want to create a Daily History record of all 7 Team Records or some sort of totals record.

But regardless, the method is the same and easy.

You set up a saved table to table copy to copy from Table A to table B.  Then set up a scheduled Automation to run Daily or maybe weekly 5 days a week from Tuesday thru Saturday. The Automation will trigger some time shortly after midnight.

If you want to copy all 7 records, then you would just set up the Saved table to table copy to copy all 7 records.  If you just wanted to copy the totals, then you would need to create a single daily totals record in a new table, relate it to all records in the Teams table and use summary fields to get your totals.