Hi everyone,
I have some set of records that need to be duplicated. At my surprise, there’s no option to “Duplicate” when more than two records are selected.
I cannot duplicate by hand because the base is quite heavy, there’s too many records to duplicate and it could cause a lot of errors.
Is there a way to do that (a block, a script, an integromat scenario…) ?
Thank you
+29It is possible to duplicate multiple records with a script, a custom block, or Integromat.
However, needing many duplicate records usually indicates an issue with the base design. Why do you need to duplicate multiple records on an ongoing basis? What types of errors could be caused by duplicating by hand? Would the records remain exact duplicates of each other or will you be changing their data after the records are duplicated?
If you need to hire someone to write a script or custom block, there are several forum members with experience writing them (myself included).
Thank you for your answer.
To make it simpler there’s three tables: the clients, one for events, which compose an invoice.
The invoices are generated at the end of the month based on the events. The events (which can be hours worked for example) are created by 20 different persons filling up a form through the days (there’s ~1000 events per month) those events are directly linked to the clients (because they need to enter on what client & what case they’re working on). The rule to generate invoices is based on that and it works perfectly.
The usecase where it doesn’t work is when a same bill, with the same events, needs to be splitted into 4 different clients (for example 25% of repartition for each one). In this case we need to duplicate all the events of the bill, change the client linked to and assign to a new bill. It is relatively exceptional though, for now we do it manually, it’s working fine, but can lead to errors.
+29Thank you for the explanation. It sounds like creating duplicates is only one step in your ultimate goal, as each record will have a different linked client in the end.
I recommend a script or custom block for this use case so that you can perform both steps (creating new records and changing the linked client) at as a single transaction. If you use Integromat, you would have to create a new field to contain a flag that Integromat watches for, set a flag, wait 1 to 15 minutes for Integromat to duplicate the records, and then come back and make the change in linked client.
Simple Automation:
I made a Checkbox field I called "duplicate" to tag the ones to duplicate.
Trigger on a schedule (cause the info I want changed is different each time).
"Find records" with duplicate checked off.
"Repeating group" for that list of records, "Create record" for the action, then map all the fields I wanted duplicated to the new corrospondng fields. And manually putting in the new info, (which is the same for all these).
Update the original, to uncheck "duplicate", so it doesn't get duplicated by mistake next time.
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