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Using automations to copy information from one field to another

  • April 20, 2020
  • 0 replies
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Has anyone had success with using automations to copy data from one field to another within the same record?  Is this function even possible within automations?

Thanks
Sheila

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Thanks,
Sheila
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QuickBaseJunkie
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Hi Sheila!

Sure, this is possible. Automations will trigger when a record is saved (either added or modified).

Here's an example where a Project record is added/modified copy the value from the Status field into the Description field.

The important thing is to filter on Record ID# = Record ID#, so that you only modify the triggering record and not all records. 

If you want the 'copy' to happen without a save (ie while editing the record) you can write a form rule (note form rules will not work with Grid Edit or Import).

Let me know if this is helpful 😊👍


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Sharon Faust (QuickBaseJunkie.com)
Founder, Quick Base Junkie
https://quickbasejunkie.com
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