Transfer Records to a Table

Using the "Record Transfer" action, you can transfer records to a table in another app. This page introduces the method to do so.

1. The source app must have fields that are not part of a table.

   

2. The destination app must have fields that are part of a table.

   

1. In the "Field Mappings" specification section, specify one or more fields belonging to a table as the destination fields.

   

   If "Update only" or "Upsert" is checked, also specify fields in the "Fetch Criteria" section accordingly.

2. In the "Field Mappings" specification section, specify only fields that are not part of a table as the source fields.

   

   If "Update only" or "Upsert" is checked, also specify fields in the "Fetch Criteria" section accordingly.

   References:

   Transfer records

1. Ensure that the transfer proceeds as per the settings.

   Source

   

   Destination