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Claris Engage 2025 - March 25-26 Austin Texas ×

Fastest way to copy data from a related field during import?


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Posted

What is the fastest way to populate a field that is copying data from a related record during an import?

Auto-enter? Replace field contents? Lookup? Export and import?

Thanks

Nina

Posted

Hi Nina,

The fastest way is NOT to copy data from a related record but rather to just copy the ID and then all related data is available through the relationship. If the related data must be planted in the table (for historic/audit purposes) then the second-best way would depend upon the purpose and relationship of the tables involved and how they are related.

Can you fill us in a bit more? :^)

  • 4 weeks later...
Posted

The more I tried to not do this, the more I seemed to need it. It seems I need to keep pulling data into other tables because I need the fields as part of relationships.

I've been using Auto-enter. I recently read some posts on Auto-enter and replace field contents, but still need to think the logic of my database through a little more to make sure they should all have it unchecked.

Posted

It seems I need to keep pulling data into other tables because I need the fields as part of relationships.

As I said prior, it would depend upon the situation - what fields do you keep pulling into other relationships? IDs are fine and so is other data sometimes.

What is the fastest way to populate a field that is copying data from a related record during an import?

If you can give us an example maybe we can make suggestions as to the best (or at least a better) approach. As is, I cannot help at all because I have nothing to work with.

Please provide a specific detailed example and I would be most pleased to help you with it, Nina. :^)

This topic is 4521 days old. Please don't post here. Open a new topic instead.

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