Tables: Copy a table to another table

Use this action to copy a data table and append it to another table or replace the rows in another table.

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Use case

You can use this action to transfer data table information to a new table. A common use for this action is adding all the rows in a instance data table to the master table for the Workflow. This action makes it easy to aggregate information across all instances into a master table.

You can use the Excel: Save spreadsheet to table action and follow up with this action to copy select data from a Excel spreadsheet to a data table.

If you set the source data table to a blank data table, you can “delete” tables using this action by overwriting them with the blank table. This is a useful way to clear out or delete old data.

How to configure this action

This action will only copy row data between the source and destination data tables for columns that have matching names. For example, If the columns named price, quantity, and size are in the source table and destination table, a new row is copied with those values. And if the source data table has the column customer ID but the destination table does not, the column data is not transferred.

Fields for this action

  • Source data table

    • Select a table to copy the rows of from a list of all tables available on your team. The list only includes tables you have permission to view.
      • You can also reference a table stored in a field. Change the left hand drop-down to Use table via field then select from any field that is part of the process. Learn more.
      • If necessary, you can enter the Table ID directly. Change the left hand drop-down to Use table by ID then enter the ID manually. Learn more.

      💡   Tip: If you choose a blank data table, you can “delete” tables using this action by overwriting all the fields with blank fields. This is a useful way to clear out or delete old table data.

  • Destination data table

    • Select a table to copy the rows to from a list of all tables available on your team. The list only includes tables you have permission to view.
      • You can also reference a table stored in a field. Change the left hand drop-down to Use table via field then select from any field that is part of the process. Learn more.
      • If necessary, you can enter the Table ID directly. Change the left hand drop-down to Use table by ID then enter the ID manually. Learn more.
  • Overwrite existing table

    • Select True or False from the drop down to set whether the source data table should overwrite data in the destination table.

      • Select True to remove and replace all rows in the destination data table with the source data table rows. The action will only overwrite row data between the source and destination data tables for columns that have matching names.
      • Select False or leave blank to append the source data table rows to the destination table. The action will only copy row data between the source and destination data tables for columns that have matching names.
  • Output Field Prefix

    • To help keep these fields organized, choose a prefix that will be added to the beginning of each output field name as this action may output more than one field.

What will this output?

This action may generate multiple fields. To help keep these fields organized, the prefix above will be added to the beginning of each of the output field names, separated by two dashes. Each field will result as:{{output-field-prefix--output-field}}.

Output fields for this action

  • Destination Table New Row Count

    • The number of rows in the destination table after the copy
  • Destination Table Previous Row Count

    • The number of rows in the destination table before the copy
  • Unmatched columns

    • The columns in the source table that were not copied because they did not have a matching column in the destination table.
    • For example, If the source table had columns price, quantity, size, and customer ID, and the destination table had the same columns except customer ID, the column name customer ID would be returned in this field.

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