Copy record from one app to another app

  • 0
  • 1
  • Question
  • Updated 2 years ago
  • In Progress
we've have 2 teams working on 2 different apps. When team A is done with their work that record needs to be copied to another app (team B will continue to work with that copied record). Is it possible to copy a record from one app to another. Any help appreciated. Thanks.
Photo of QuickbaseUser


  • 494 Points 250 badge 2x thumb
  • unsure

Posted 2 years ago

  • 0
  • 1
Photo of QuickBasePros (Laura Thacker)

QuickBasePros (Laura Thacker), Champion

  • 5,224 Points 5k badge 2x thumb
Is it a single-table record?  Are there attachments?  

If the answer is that it's a single-table record and there are no attachments you can use a Table-to-Table import which you would need to fire using a button to launch it from the record you are pushing.  The button would usually have to "mark" the record in some way (like a checkbox) and then run the Table-to-Table Import in the other Application which can then come back to the record and mark it as "transferred" with a date/time field.  There are also other more advanced options for marking a record which doesn't do all this; but ultimately when transferring data, unless you are then deleting it from the source table; it's a good idea to mark it as transferred.

You have to do this so that the next record that is pulled in the table-to-table import doesn't import the same record again that were already transferred.

If you do have attachments, then you may want to consider pulling the data via the Table-to-Table import and populating a cross-app-Relationship so that you can access the file attachments in Application B when the attachments exist in Application A.

Users would need access to both apps to do all of this because it would be their User permissions creating records in Application B from Application A.