buttons to copy a table to another table and edit the original table

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I have Table A which includes the current billing cycle for our jobsite. And table B is the archive table for all the previous billing cycles. What I would like to do is have a button on table A's page somewhere that allows someone to archive Table A to table B ( aka just copy the contents and paste them into table B)

I then would like a different button on Table A's page that changes the current billing cycle based on the value in Table C. Ideally, it would replace the old billing cycle id with the new one, and then I need to go one step further and clear the hours worked from the previous billing cycle(percentage per project in my case). 

I have already thought about the functionality of archiving it and just keeping it in the same table, but I don't see an easy way to copy all the fields from the previous billing cycle into the same table with a new billing cycle id. My fear is that I would end up copying all the records in that table and would create duplicates of people on specific projects for a new billing cycle. I have thought about the possible headache any changes in the table would bring, but I can't imagine it being too bad, or likely to change. 

Thanks everyone! 
Photo of Marisa Carde-Little

Posted 7 months ago

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Photo of Charlie

Charlie

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Hi Marisa,

This would likely be achievable with table to table imports: https://help.quickbase.com/user-assistance/import_from_table.html

Even though the title states "Import Data from Other Quick Base Applications" -- you can certainly do this in the context of the same app.

That's just one component of your usecase; because it looks like you would need to clear your main/archive tables and a few other things. 

Here's another thread that discusses record deletes: https://community.quickbase.com/quickbase/topics/how-do-i-delete-all-records-in-a-table-i-created

Hope that points you in the right direction; let me know if you have any questions.

Charlie