Moving Item to different table


#1

I’m using Airtable at a small car dealership, and wanted to know if there is a way to automatically move a record to a different table, while keeping it’s info intact.

For instance. I have a table of current inventory. If that inventory sells, I don’t need it on the Current Inv. tab. I know I can put a checkbox for SOLD and filter it out, but then it still comes up in lists when I’m linking to current inventory from another table. And that will eventually become an incredibly long list. Right now I have another table for Sold Inventory, and I have been copying and pasting the records there, but then it loses any info that was linked to it from Leads and Repairs. Is what I want possible, or can it be?

Thanks


#2

I tried to see if I could work out some way to filter out linked records based on the value of a checkbox in the linked record, but to no avail. And there is no automated way to move a record from one table to another, because Airtable can’t assume that the target Table has the same data structure as the Table the record is coming from.

I think, (to the best of my knowledge), this is not a problem you can currently solve in an automated fashion with Airtable’s native functionality. It is something you could do using Zapier integration, though.

It would be possible to build a Zap that watches for Inventory that gets marked as Sold, and then removes any links to other records you do not want on Sold vehicles. This would require a multi-step zap, however, which means a subscription level account with Zapier.


#3

Jeremy,

Could you point to which Zaps would be required to do this? I’m managing a membership list with different tables for Current and Expired members, and would like to automatically move a record from Current to Expired (and possibly vice versa when a an expired member renews) when I change the Status field in the Current table (i.e., when a membership expires).

Thanks in advance!


#4

@Heidi_Wai-Yee_Chan, that sounds like something that could be done without Zapier, depending on how you have your tables set up. I’ve got a pretty busy day today, it being Mother’s Day and all, but I’ll send you a PM tomorrow to see if we can get that working for you.