Tables: Create a copy of a data table

Use this action to duplicate a data table, copying over all or a specified number of rows to the new table.

Use case

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

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.

How to configure this action

Fields for this action

  • Data table ID

    • Select a table to copy 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.
  • Columns

    • Enter a comma separated list of the column names to copy and the order to copy them in. Leave blank to copy all columns in the same order as the source data table. For example, column4,column3,column1,column2 will copy columns 1-4 but rearranged in a new order.

      💡   Tip: If the column name contains commas or double quotes wrap the column name in double quotes, such as "sales, column1"

  • Number of rows to copy

    • Enter the number of rows, starting from the top of the table, to copy. Leave blank to copy all rows. Entering 4 will copy the first 4 rows.
  • Output field name

    • Enter the name of the field in which the result should be saved.
    • The step name is used by default.

What will this output?

This action creates a new data table with the row and columns specified in configuration. The table is saved to a field with the name defined in Output field name.

Output fields for this action

  • Output field name

    • The data table ID for the new copied data table. The field name is defined in Output field name during configuration.
  • Number of Rows Copied

    • The number of rows copied to the new table by this action.

Get help with a problem or question

If something’s not working as expected, or you’re looking for suggestions, check through the options below.

Why do some column names not work?

Enclose individual column names and values in quotation marks (""), if they contain special characters like commas, leading/trailing whitespace, and newlines. For example:

  • If the column name is $Weekly Report,,,, enter the column name as "$Weekly Report,,,", with quotation marks.
  • If you want to use the field reference {{tablecolumn}} to dynamically reference the column name, enter it as "{{tablecolumn}}"

If the column name contains a quotation mark, escape each quotation mark with quotation marks, for example: if the column name is "Column name", enter it as """Column name""".

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