How do I create a button that copies all records within a date range and creates new records with todays date?

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  • Updated 3 years ago
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I keep daily logs on client activities.  I need a fast way to copy all of the daily logs from yesterday and create logs with todays date.

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Posted 3 years ago

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Create a formula date field with the formula value of Today()

Then create a a Saved Import by going to the table home page, then Import /Export and set up a table to table copy. It will let you set filters. Map the Today field into that date field.

Then when it's done you can navigate back there to run it on request or else make a formula URL button

The formula would end in

& ?act=API_RunImport&ID=10"

This could be put onto a Dashboard button. Post back if you need more explicit instructions.