submit selected records to another table

[Mylene]

Hey everyone,

 

How can I submit selected records from results page to another table?

 

Thanks for your time!

[Aurora]

Hi Mylene, 

As far as I know it is impossible to mass input data to the Table. But it is possible to submit record one by one. 

I have a Tabular report and every record has the "Add" button. On click, the New Form opens that receives parameters and auto-submit data to another table. Basically, this is invisible for my Users. 

 

To this, please do the following: 

1) Create a Submission Form based on the second Table where all fields receive parameters on load. Click Finish->Deploy-> URL method->copy the URL 

2) In the Tabular Report add a HTML block. 

3) Create the "Add button" using Link Generator or simple code to create Pop-Up window: 

<a class='cbMenuItem' href='#' onclick='window.open("http://URL_OF_SUBMISSION_FORM.com&parameter=[@field:your_field]","mywindow", "menubar=1,resizable=1,width=500,height=500")'>ADD</a> | 

 

where URL_OF_SUBMISSION_FORM- is URL of the Submission form from step 2 and parameter- is a parameter that you want to pass on exit and receive on load in Submission Form. You should send parameters of all fields.

 

4) Go to Submission Form and in the Footer of it insert a auto-submit code from here: 

 

 

Every time User clicks Add, there will be invisible auto-submit Form, that will send information from selected fields to another Table.

 

Hope this helps!

 

Cheers

 

Aurora

 

[cheonsa]

Hello!

Just sharing the solution I think might work. 

First, add a new field in the Table, you can set it to Yes/No field. This field will determine if you want to copy this record to the other table.

Second, in the Reports DataPage, enable Bulk Edit option. Select the Yes/No field to be editable.

Third, create a Triggered actions in this Table that runs on update. The trigger should insert records to other Table.

 

You can select multiple records in the Reports DataPage, and when you update the Yes/No fields, the triggered actions should execute.

 

Hope this helps!

[NiceDuck]

In addition to what Cheonsa said, the only way for a single datapage to send values into multiple tables is via triggered action.

Not directly though. Basically, if your datapage uses table a as its datasource, we can create a trigger on that said table that will copy or transfer records that are being submitted/entered to it on another table. 

You can check this article for the basics: https://howto.caspio.com/tables-and-views/triggered-actions/ 

[NiceDuck]

Not only on insertion of new records.

The trigger can be set to activate when a record on the table is updated or deleted. 

A lot of workflow may varies but its very helpful feature.