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copy record to base based on condition

  • January 16, 2023
  • 2 replies
  • 31 views

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Hi! I'm trying to figure out a way to copy a record from one base to another when a certain condition is met. I have people submitting proposals for classes in one form. And once accepted, I want that same information to populate the current classes base. Can I do this? And have the info appear in different cells on the new base (like in a different order, etc)?

I'm not a coding person at all, so I'm trying to figure out the most basic way to do this. 

Thank you!! 
Sondra.

2 replies

TheTimeSavingCo
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Yeah, you could use a script but I'd recommend using Zapier or something for this instead. 

Any chance you could use Sync Views for this instead?  Make a view that will only display records that meet the conditions you want, set up a shared view, sync that view into your "Current Classes" base?


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  • Author
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  • January 18, 2023

Yeah, you could use a script but I'd recommend using Zapier or something for this instead. 

Any chance you could use Sync Views for this instead?  Make a view that will only display records that meet the conditions you want, set up a shared view, sync that view into your "Current Classes" base?


Thank you! Zapier totally does the job. I've never really gotten into Zapier, but I see now how incredible it can be. Thanks for the tip!!