Re: How to copy a record from one table to another

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4 - Data Explorer
4 - Data Explorer

I have two tables, one for active projects and one for completed projects. I want to move complete projects from the active projects table to the completed projects table. I don't mind doing it manually (the volume of weekly change is low), and I don't mind copying from active to complete and then deleting the record from the first table after I've successfully added it to the second table. But I cannot figure out how to do any of this, and searching the help info and community hasn't helped. All I've found so far is "copy record URL" which doesn't seem to be useful at all. I'm sure I'm just being dim here, but I need some step-by-step guidance on what to do here. TIA!

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5 - Automation Enthusiast
5 - Automation Enthusiast



Since you have two different tables you can use the "Filter" feature at the top of the view, if you haven't already tried to. Specify it to only show you "Completed Projects" and then the other table to only show "Active Projects". When you change the status it will automatically show up in the corresponding table. 


I hope that this helps!