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:
Open the Table Dropdown Menu:
Navigate to the table you want to move.
Click the dropdown menu (arrow button) next to the table name.
Select "Move to Another Solution":
Choose this option from the dropdown menu.
Choose the Destination Solution:
In the popup window, select the solution where you want to move the table.
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.