Move Tables between Applications

If you're managing many QuickBase applications, you may eventually want to consolidate or reorganize tables between applications. If you've come to this pass, QuickBase can help you move tables between applications.

You can take an existing table from any application and absorb it into another application. When you absorb a table into an application, it no longer belongs to the original application. This means that the table won't appear on the source application's table menu, and any relationships with other tables in that application are broken. The absorbed table becomes a table in the destination application. (If you later decide that you don't want this table to be a part of the application, you can move it to its own application, which removes the table from the application but does not delete the table or its contents. You can also delete the table at any time.)

Note: When you absorb a table into a new application, QuickBase breaks the table's old relationships. This makes it extremely difficult to return the table to its original application. If you want to copy the table, instead of moving it, try this workaround: Copy the original application with its data (or if you prefer, without its data). Absorb the table out of the copy and into the destination application. Doing so lets you retain the table within the original application.

When you absorb a table, some attributes of the original application do not carry over to the new application. These include:

Be sure to make a note of any attributes that you want to keep before you absorb the table. If you move the table to its own application, these attributes will reappear in the new application.

Note: To absorb a table, you must be the manager of the table you want to absorb and also the manager of the destination application that will absorb the table.

To absorb an existing table into an application:

  1. From the My QuickBase page, open the application to which you want to add a table.

  2. In the menu bar on any application page, select Help > Application Site Map.

  3. On the left side of the page, click the Absorb a Table link.

  4. Click the Select a Table button.

  5. Within the list that displays, select the application containing the table you want to absorb and click OK.

  6. If you selected a multi-table application in the last step, select the table you want to absorb and click OK.

  7. Choose the access permissions to give other roles.

    While you're in the process of absorbing a table, it's usually best to grant "no access" until you have everything set up exactly as you wish. Later, you can assign permissions properly via the Customize Roles page. As an administrator, you'll have full access to this table, even with "no access" turned on.

  8. Click Continue to absorb the table.

Once the table's part of your new application, you're free to create relationships with existing tables.

Tip: When adding tables to an application, you should consider making the term for "record" unique for each table you add so that your users aren't confused when they try to add a record. To learn more, see Changing the Term for a Record.

Related Topics

 

This page refers to an older version of QuickBase. Online help is now located at http://www.quickbase.com/user-assistance/default.html.

 

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