Archiving records

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  • March 25, 2026 at 5:48 AM #53800

    Mark Moran
    Participant

    Hi everyone,

    I’m looking for some architectural advice for my coin collection database. Currently, I have two forms:

    Coins: My main inventory.

    eBay Sales: Linked to the Coins form via a Link to Form field (1:1 relationship).

    The Problem:
    When a coin sells, I mark it with a “SOLD” tag. I then use a search filter to hide these items. However, managing this becomes cumbersome when I want to apply additional filters; trying to balance “Include” tags and “Exclude” tags simultaneously in the search rules is proving difficult.

    My Idea:
    I’m considering creating a third form called Sold Coins. I would run a script to copy the record data from “Coins” to “Sold Coins” once a sale is finalized, then delete the original.

    The Question:
    Is moving records between forms a standard practice in Tap Forms, or is there a better way to handle “Archived” records that keeps the database clean without breaking my eBay sale links?

    March 25, 2026 at 6:21 AM #53801

    Cliff Richardson
    Participant

    For my Plants database I use a status field: Current, Archive. Then I use saved searches, that always start with Status = Current.(unless, of course, I’m looking for archived plants.)

    Here is a link to a script that does what I think you want. You need to read through to the last posts, which detail changes to script to work with TapForms Pro

    https://www.tapforms.com/forums/topic/script-to-copy-records-from-one-form-to-another/

    March 25, 2026 at 12:35 PM #53802

    Mark Moran
    Participant

    For my Plants database I use a status field: Current, Archive. Then I use saved searches, that always start with Status = Current.(unless, of course, I’m looking for archived plants.)

    Here is a link to a script that does what I think you want. You need to read through to the last posts, which detail changes to script to work with TapForms Pro

    https://www.tapforms.com/forums/topic/script-to-copy-records-from-one-form-to-another/

    Many thanks for your reply. I’m doing something similar now with the tags current/archive. The problem is I already have a ton of save searches, eg. Coin type = Lincoln Cent, Coin Type = Jefferson Nickel, etc. then to add another each of those for both current and archive I’ll have 25 to 30 saved searches.

    Going to look at the copy to new form script.

    March 25, 2026 at 1:40 PM #53803

    Cliff Richardson
    Participant

    Re: a ton of save searches

    Yes, I get it. Let us know how you make out with this project.

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