You could either do this using a button or an automation .
For the automation you could set it up as follow :
→ Table: Select
→ Column: Select
It’s not mandatory to add an
If… It depends on your actual needs .
But in this case you might want to add something like:
thisRow.[Step 1 Result].[Bulk Offered?] = true
The row reference
[Step 1 Result] is the row that triggered the automation.
In other words, it’s the row where the changed occurred and a checkbox was either checked or unchecked.
To avoid the copy of a row when a checkbox is unchecked, this
If should check if the value in the row that triggered the automation is
true it will go on and do what you asked it to do in the step
Then but if false, it will stop there .
Add row as the action to perform
→ Table: Select
→ Set values: You’ll need to select the appropriate fields where the info need to be copied and enter the desired value for each of these fields. For these values, you can also use the row reference
[Step 1 Result]
Example: for the value for the field
Variety in the table
[Bulk Offering], you can use :
thisRow.[Step 1 Result].[Variety 1]
… and of course, this should be done for all the other field in
Here’s a small very quick sample to illustrate
(You should be able access the automation in
Document settings →
Note that automations can run with a certain delay .
And there is not really a way to know when you’ll see the effect of the automation
Or, instead of checking a checkbox, you could use a button to copy a row from a table to another
If you look at this other very quick sample just below, I copy the row from the table
From to the table
To ( ) using this
Action formula :
The first action (
AddRow()) add a row to the table
To with the desired value for each field and then the second action (
ModifyRows()) simply check the checkbox in
thisRow.[Disable button] to disable the button once the row has been copied (to avoid duplicates in the table
I hope this helps
(Sorry, I’m somewhat away at the moment but don’t hesitate if you have questions )