an action button for several records

[Miguel_Castro]

Hello everyone,

How do I create an action button that generates the action of several action buttons in a variety of records? In other words, I have a user registration application, each user generates their respective registrations, but I want to add an action button which quickly generates the user to fill out registrations in case they have the same information as the previous day. I was already able to perform an action that collects the last record of the user that is respectively occupying the application, but in the case of having several records, I need everything to be carried out with only 1 button.

[Gustavo_Eduardo · Accepted solution]

Automatically Copy Previous Day’s Records with One Button

Goal:

Create a button that automatically copies a user’s records from the previous day and generates new records for the current day, without requiring manual entry one by one.

Step-by-Step Solution:

1. Create an Action to Copy a Record

1. Go to Behavior > Actions in your app.

2. Create a new action with the following settings:

 For a record of this table: YourRecordsTable

Do this: "Add a new row to another table using values from this row"

Table to add to: YourRecordsTable

Set column values:

[Date] = TODAY()

[User] = [User]

copy other relevant values from the previous record.

2. Create an Action to Apply This to Multiple Records

Now that we have an action to copy a record, we need to make it run for all records from the previous day.

1. Create another action with these settings:

For a record of this table: YourRecordsTable

Do this: "Execute an action on a set of rows"

referenced Table: YourRecordsTable

Referenced Rows: Use this formula to filter the user’s records from yesterday:

FILTER("YourRecordsTable", AND(

  [User] = USEREMAIL(),

  [Date] = TODAY() - 1

))

Referenced Action: Select the action you created in Step 1.

3. Create a Button to Execute Everything

create a new grouped action: execute a sequence of actions 

add the action from Step 2 inside this grouped action.

result: With one click, the button will execute the action on all of the user’s records from yesterday.

Additional Considerations

 Avoid Duplicates: If needed, add a condition to ensure today’s records are not created twice.

 Automation: If you want this to happen automatically every day without user intervention, consider using an automation bot to trigger this process at midnight.

 Efficiency: We use FILTER() instead of SELECT() to improve performance.