Using automations to copy information from one field to another

Has anyone had success with using automations to copy data from one field to another within the same record? Is this function even possible within automations? Thanks Sheila ------------------...

Forms

Quickbase Automations

QuickBaseJunkie

Qrew Captain

Hi Sheila!

Sure, this is possible. Automations will trigger when a record is saved (either added or modified).

Here's an example where a Project record is added/modified copy the value from the Status field into the Description field.

The important thing is to filter on Record ID# = Record ID#, so that you only modify the triggering record and not all records.

If you want the 'copy' to happen without a save (ie while editing the record) you can write a form rule (note form rules will not work with Grid Edit or Import).

Let me know if this is helpful 😊👍

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Sharon Faust (QuickBaseJunkie.com)
Founder, Quick Base Junkie
https://quickbasejunkie.com
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SheilaAllas

Qrew Trainee

5 years ago

Thanks!!! This was definitely helpful!

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Sheila Allas
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Using automations to copy information from one field to another