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Duplicate record from one table to another automatically

  • August 31, 2018
  • 9 replies
  • 104 views
C

I would like to be able to link two tables in such a way that a record appears identically in both upon creating the record and updating it as time goes on. For example, my boss and I have separate tables for our ongoing “to do” lists. She would like to be able to create a record on her table and have it pop up on my table in the same dept (single select field) and that when I update it on my table, hers is also updated simultaneously. Is this possible? Not using the “link a record” field, bc that isn’t working for her.

Thanks!

    R
    Karlstens

    9 replies

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    • W_Vann_Hall
    • Inspiring
    • September 1, 2018

    Um, as you describe it, not really — at least not with the bi-directional transfer of data you desire. There are ways to move or duplicate a record from one table to another, but the problem is trying to synchronize field values back upstream.

    My suggestion would be for you both to use the same table but with filtered views. I’d have to know more about your actual processes, but by filtering by responsible party and department, you and your boss could have tailored views providing you each with an appropriate ‘to-do’ list. (You’d probably have to set a responsible party explicitly for each action item — which probably isn’t such a bad idea, anyway.)

    Alternatively, you could continue to use separate tables and use an integration service such as Zapier or Integromat to pass item and status information back and forth — but I’m a firm believer in the path of least resistance. :winking_face:

    A
    R
    • Reuven_Cohen
    • New Participant
    • November 24, 2018

    Hi,
    I just did a test to duplicate one record from one table to another. I used Zapier service and built a zap from source airtable to target airtable and it worked fine.

    Good luck to all and thank you Airtable for a great productive tool

    N
    • Nancy_Zagha
    • New Participant
    • January 6, 2019

    I agree. This would be something useful without having to use Zapier

    S
    J
    K
    C
    • CraftsBayou
    • New Participant
    • July 28, 2019

    Just wondering if this update has been made in the time since these last posts?

    K
    K
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    • kcorreia
    • New Participant
    • August 13, 2019

    Um, as you describe it, not really — at least not with the bi-directional transfer of data you desire. There are ways to move or duplicate a record from one table to another, but the problem is trying to synchronize field values back upstream.

    My suggestion would be for you both to use the same table but with filtered views. I’d have to know more about your actual processes, but by filtering by responsible party and department, you and your boss could have tailored views providing you each with an appropriate ‘to-do’ list. (You’d probably have to set a responsible party explicitly for each action item — which probably isn’t such a bad idea, anyway.)

    Alternatively, you could continue to use separate tables and use an integration service such as Zapier or Integromat to pass item and status information back and forth — but I’m a firm believer in the path of least resistance. :winking_face:


    My company doesn’t allow us tot use Zapier. Is there any way to be able to create a record and have it go to two tabs instead of just one? Thats all i need.

    A
    • Alex_Kamy
    • New Participant
    • April 15, 2020

    Hi,
    I just did a test to duplicate one record from one table to another. I used Zapier service and built a zap from source airtable to target airtable and it worked fine.

    Good luck to all and thank you Airtable for a great productive tool


    I tried to do just that, but I can’T seem to make it work. It creates a new record, but cannot copy the record with all the info
    Can you explain how you manage to do it please ? :slightly_smiling_face:

    M
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    • Moe
    • Inspiring
    • August 19, 2020

    I tried to do just that, but I can’T seem to make it work. It creates a new record, but cannot copy the record with all the info
    Can you explain how you manage to do it please ? :slightly_smiling_face:


    We built an extension that allows you to auto-duplicate records between tables.

    J
    • Jara_Dekker
    • New Participant
    • February 17, 2021

    We built an extension that allows you to auto-duplicate records between tables.


    Hey @Moe
    Thanks for this!

    Does this update both records when information in a record is changed?

    Cheers,
    Jara

    J
    • Jara_Dekker
    • New Participant
    • February 17, 2021

    Hi,
    I just did a test to duplicate one record from one table to another. I used Zapier service and built a zap from source airtable to target airtable and it worked fine.

    Good luck to all and thank you Airtable for a great productive tool


    Hey Reuven!

    I can’t figure out how to make this work.
    Is there a way you can share what you did?

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