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Moving a Table to Another Solution

No need to recreate your Tables and their fields through Table duplication

Emma Montgomery avatar
Written by Emma Montgomery
Updated over 3 weeks ago

Effortlessly transfer tables between solutions without needing to recreate fields or records. This feature simplifies reorganizing your workspace while preserving your data and automations.

Plan Availability

All plan types

Permissions

Administrators or Solution Managers: Required for moving tables

Related Reading


Why Move a Table?

  • Streamline Workflows: Organize related tables within the same solution for better collaboration.

  • Preserve Records and Automations: Transferred tables retain all associated records and automations.

  • Save Time: Avoid recreating fields or duplicating data manually.

Note: Users can move tables only into Solutions where they have Solution Manager permission.


How to Move a Table to Another Solution

Steps to Move a Table:

  1. Open the Table Dropdown Menu:

    • Navigate to the table you want to move.

    • Click the dropdown menu (arrow button) next to the table name.

  2. Select "Move to Another Solution":

    • Choose this option from the dropdown menu.

  3. Choose the Destination Solution:

    • In the popup window, select the solution where you want to move the table.

  4. Confirm the Transfer:

    • The destination solution will open, showing the transferred table.


What’s Included in the Move?

When you move a table, the following elements are preserved:

  • Records: All table records are transferred intact.

  • Automations: Any automations associated with the table are moved with it.


Smart Tips for Success

  • Verify Permissions: Ensure you have the required Administrator or Solution Manager permissions to move tables.

  • Plan Your Solutions: Group related tables in the same solution for streamlined workflows.

  • Check Automations: Review automations after the move to ensure they function as expected in the new solution.

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