Does anyone know of a way to mimic moving of data between tables?
I have a customer table that acts as the base for a somewhat large Service management system.
There are many sheets attached to the App using many views and slices.
However, one of the views is a stand alone sheet with a simple UI which is
serving as a Customer LEAD portion of the App.
The issue is that once they become an actual customer I need to copy or move the data to the main list.
I donโt want to pollute the main list with unneeded columns, which is why I have not already put the LEADS columns into the main sheet. I donโt want to de-normaliize my tables.
Iโve looked at the copy and edit action, but from what I see it only works on the current table.
I need it to copy/move the data from one sheet to another.
Any suggestions?
I may have my own answer by using slices and views but still would like any feedback about copying/moving data around?
Hi CAP,
I have done some Sales workflow apps and specifically moving from a Lead to a Customer.
What I did was to have just one table Leads/customers and set the Type to
Lead when it first is entered into the table.
Then when the Lead turns into a customer I change the Type column to Customer.
Then it is very easy to filter on Customer or Lead using Slices.
No copying, No moving around.
โฆ as to your issue with columns.
The Lead/Customer table would contain only those columns that are common to both types, Leads and Customers.
For a Lead data you could then create a new table to hold all of the lead columns and relate it to the Lead/Customer table.
The Customer table is not polluted by lead data and you could still look at the lead information that originally was associated for the lead.
Thank you Mary, thatโs kinda of what I was thinking too. Thank you for your post I do appreciate itโฆ
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