Move record from one table to another

[Cat_Holland]

Is there way to use a checkbox or other formula to move a record from one table to another? (Add to Table B and delete from table A)

[Wallace_Miller]

I believe this is possible using Zapier or Integromat.

[Elias_Gomez_Sai]

What is the reason to do that? Could you use a Status field instead?

Check these:

• Completed records to move to a different table?
• Moving Item to different table
• Way to move record to a diff table?

[W_Vann_Hall]

While there are valid reasons to do such a move — for instance, converting prospects to clients and purging the base of unconverted prospects — @Elias_Gomez_Sainz is right, in that in general it’s a better design to use a status field rather than jumping records from table to table.

While records can be moved using a third-party integration service, it’s also possible to perform such a move entirely within Airtable. I provide an explanation of the technique in this reply to a post asking about prospect conversion and the base it references. The solution proposed takes advantage of two clever (well, I thought they were clever) tricks, first to trigger automatic creation of the duplicated record in the target table and second to bypass Airtable’s issue with data persistence. (It’s easy to populate the second record based on the first, thanks to Airtable’s lookup and rollup fields. Unfortunately, though, when the first record is deleted, the second one loses its data, as well — unless you follow a process such as the one I outline here.)

Again, you probably shouldn’t be doing this — but if you do need to do it, the linked reply and base will show you how.

How do I move a prospect to a customer base after sign-up? Ask the community

I put together a dummy prospect→customer base as a test. It doesn’t actually do anything differently than what has been discussed, but I think it may do so a little more gracefully. The base contains two tables, [Prospects] and [Customers]. ([Prospects] is loaded with 250 fake records from that terrific prototyper’s tool, fakenamegenerator.com.) In the demo, the conversion of a prospect to customer status is signified by the selecting of the {Prospects::Customer} checkbox, which in turn leads…

[Julian_Kirkness]

While I agree with the above - I would probably recommend using a single table with views to show relevant records, I would like to point out that Zapier would not be able to do this fully because it doesn’t have an option to delete a record in Airtable. This could be done with Integromat though - but note that the process of building an Integromat / Airtable process times out every so often (they run reliably though) - hopefully Airtable and Integromat will sort this soon!!!

[Cat_Holland]

That’s what I did, @Julian_Kirkness. Creating specific views is much simpler and achieves my goal. I momentarily forgot the KISS principle.

[Moe]

Cat_Holland:

Is there way to use a checkbox or other formula to move a record from one table to another? (Add to Table B and delete from table A)

We’ve built an extension that does this exactly. When you add a checkmark to a record in table A, it gets copied to table B and auto-deleted from table A.

miniExtensions for Airtable

Automatically Move Airtable Records To Another Table - miniExtensions for...

Move records between tables simply by selecting them. They would get copied to another table and will get immediately deleted from the original table.

[Jordan_Jancosek]

Hi Moe -

I’m having a little trouble running the extension as you described here. I would like to mark a checkbox in a certain field which would trigger the action of moving my checkmarked record to another table. Right now it only transfers due to a certain view (which is a little complicated and not the most helpful for our purposes). Thanks!

[Nicolas_Caplat]

Hello there :slightly_smiling_face:

I’m very interested in this subject. With our setup, creating multiple views isn’t an option, because of the limited granularity in Airtable’s permissions handling. So we’ve ended with creating multiple bases …
In a nutshell, I have an initial base, and several sub-contractors bases. Once records are ready in the initial base, I need to assign them to one of the sub-contractors, meaning I need to cut/paste records from the initial base to the desired sub-contractor base.

For now, I just select the records, Ctrl+X, got to the sub-contractor’s base, and paste them … wierdly enough, despite the use of Ctrl+X (and not Ctrl + C), the records remain in the initial base :frowning: anyway, that doesn’t seem efficient to me, and I’m looking for some smoothing this process ! any idea, please ?

Ideally, since the initial base has a “Sub-Contractor” field (Single-Select type) that is initially empty (= not assigned to anyone), I’d like the records to be automatically moved to the relevant base when the “Sub-Contractor” field is set.

BTW, I found this extension, but no longer maintained, and requiring a separated subscrition :frowning: any idea if there’s a similar extension provided by AirTable, please ? I haven’t found any for now.

Thanks a lot !

Regards.

Nicolas Caplat