Move Record To Another Table
Canny AI
Merged in a post:
Moving records across solutions
L
Liz Hackett
We use SmartSuite for projects and tickets coming in from our team members. We have a variety of ticket types based on roles and permissions, meaning that we have these in different solutions and in different tables. Quite frequently we get the case where a team member submits a ticket through the wrong channel and it needs to be moved to the proper table in the correct solution to be worked on. I don't see that as an option now and it would be nice to have it so that we don't have to manually recreate the record submissions.
W
We Have A Tender
or copy & 2 way sync specific records in other tables
S
Somebody
How has it been two and a half years and this basic functionality still doesn't exist!?
Jon Darbyshire
Hey Liz Hackett, thanks for your feedback! I have a few more questions for you:
- Can you provide more details about the different types of tickets and their respective roles and permissions?
- How often does the issue of tickets being submitted through the wrong channel occur?
- What is the current process for manually recreating the record submissions and how time-consuming is it?
I
Irfan Khan
Jon Darbyshire serious question- are your responses just AI generated? Every feature request has 3 questions and they don’t always seem relevant. The follow up questions often just want more details about the current workflow and not necessarily the feature request itself which makes them seem like fluff questions . Just an observation
Peter G.
Irfan Khan
It's definitely an AI bot. I woke up to this a few months ago. People think their responding to a human, but it's just a bot.
I
Irfan Khan
Peter G. I figured. It’s a pretty bad service to do that when customers are looking for better functionality. They should transparent about it.
Nate Montgomery @ SmartSuite
Merged in a post:
Automatically move deleted record to another App
B
Bongi Simelane
Currently, when you delete a record, it goes to the recycle bin, and remain there for number of defined days, depending on your package., and its restorable.
It would be tremendously powerful to have an automation to move the deleted record to another app, rather than to the recycle bin.
Basically, when the user deletes the record, the record is deleted/moved from the current app (App1) to another app (App2), where only certain members (management) who have permission can view and restore the deleted record.
Nate Montgomery @ SmartSuite
Merged in a post:
Move records and fields too
R
Ruben Uzan
Move records from one app to another and get fields to be created if they don't exist (that should be a pop up saying custom fields are missing at the destination, do you want to create them?)
D
David Kao
Moving records to other tables and solutions without coding and automation will enhance SmartSuite. I look forward to seeing this progress.
Nate Montgomery @ SmartSuite
Merged in a post:
Move records between apps
O
Olivér Varga
Please have the ability to move records from one app to another.
Brian Dollen
Merged in a post:
Automation Action: Move Record
Ottawa Admin
If a record matches XYZ criteria, move record from Location A to Location B.
D
David Monahu
Jon Darbyshire any chance this is going to be implemented?
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