Plugin Mode

Copy Table to Another App's Record

Summary

Click the button to copy this app’s table into the table of a record in another app that has a matching key field.

Smartphone support

This plugin supports smartphones.

How to use

Configure the key and source table in this app, then the destination app, key, and table. Click the table copy button on the details page to find records with a matching key. Confirm to copy the rows to the destination table. You can choose whether to retain existing destination rows.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • When you open a record details page
  • When you click a button added by this plugin

Click the button added by this customization to run the operation.

Parameters

Enter or select a value for each setting unless it is marked optional.

Key Fields in This App

Choose the field in this app containing the key used to find the destination record.

The following field types cannot be selected.

  • Categories
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Fields inside tables cannot be selected.

Tables in This App

Choose the source table whose rows will be copied.

The following field types can be selected.

  • Table

Destination App

Choose the app containing the destination table.

Key fields in the destination

Choose the destination app field to match against the key value in this app.

The following field types cannot be selected.

  • Categories
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Fields inside tables cannot be selected.

Select from the app specified in “Destination App”.

Destination Table

Choose the table in the destination app that will receive the copied rows.

The following field types can be selected.

  • Table

Select from the app specified in “Destination App”.

Existing row

Choose whether to append to the existing destination rows or clear them before copying.

Available options:

  • Append by leaving the existing row
  • Clear existing row

Initial value: Append by leaving the existing row

Notes

Empty source rows are included. Use matching field codes in the source and destination columns. If no destination record matches the key, an error is shown and no new record is created.

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions