I have one big doc with many tables, including 1 main table with many columns with formulas and buttons. Thousands of rows are being added every month. In order to keep this doc “workable” I want to create a workflow where old entries of that table will be moved to a separate doc that functions as an archive of sorts.
So I’ve created a button (column) in the source table with a
Cross-doc AddRow() formula. When I press that button, that row from the source table will be added to the back-up table (and another workflow to delete those rows from the source doc). So far so good.
But of course I don’t want to manually push that button for every row. So I want to add a control which lets me filter out which rows should be exported (a.k.a. which buttons should be pushed). This is where the problems start.
I’ve created a new button (control). In the Action field I have a
Filter() formula to filter out only the rows I want to be pushed. Then I want to tell Coda to only push the buttons in the source table from those rows. But how do I reference that button from the source table? The name is not recognised.
Maybe I should skip that button (column) all together and just create a single control that first filters the correct rows and then add the
Cross-doc AddRow() formula? But I can’t get cross-doc to work in the formula either.
What is the best practice to do this?
(Unfortunately I can’t share the source doc because of sensitive data. But I hope the use case is clear?)