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Claris Engage 2025 - March 25-26 Austin Texas ×

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  • Newbies
Posted

Is there a script that would allow me to MOVE (as opposed to copy) a record from one table to another? I have a database of homes that are currently on the market; I want to add a button that would allow someone to easily move a record to a closed sale database while also removing it from the on the markets.... Is it even possible?

Posted

There is no "move" command per se. You'd recreate the record in the other table and delete the original.

Or..just set a field (a status or a date) that would allow you to keep the record in its original table. Then you'd use the Find command to see only homes without a "Sold_Date".

  • Newbies
Posted

Thanks.

I'm trying to set this as a multi-user thing, so it would have been great if agents could just click a "closed" button and have it move out of the on the markets database... I guess I can just create a status field... and on our main menu I can change our "data entry" link to a found set that only shows the on the markets, under contracts, etc...

fima.JPG

Posted

You can set up a script to import and then delete the original record. Note that if you have related data this becomes a bit more complex.

  • 1 month later...
Posted

1. Find the record you want

2. Import, specifying the source and target tables*

3. Delete record

*Note that, unlike a manual Import, the script step does not require you to first go to a layout based on an occurrence of the target table.

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