We have a large database which keeps data relating to our customer's  use of our services it consists of a main contact record (parent) and then a series of other records that relate to what services they use from us.

We operate on a yearly cycle but for practical and customer services reasons we want to keep these records live and generally active for our call centre staff for 2 years.

So far so good.

However, as soon as a record exceeds 2 years from it's creation we want to move all the records in various forms that relate to that individual to a separate archive copy of the zoho application which will then only be accessible by a different group of users. 

I have already coded some deluge script to identify these records and each day we are getting records with an archive flag so they can be identified.

 

The problem is that the only methods I can find in zoho deluge script for copying these records involves mapping each and every field on every form and inserting it as a record into this archive database or exporting the data via a series of reports then importing into the archive database. My concern with both of these is how the relationships created using lookup fields will be maintained using any of these two options. 

Does anyone know of a different or more effective way of archiving data from one application to another whilst maintaining the relationships between records they had in the main application. Our preference is for an automated process rather than one that requires manual intervention. 

One of the other reasons for doing this is that we are constantly reaching the deluge limits for lines of code that can be run in a for loop when scrolling through form collections and performing actions, so reducing the number of records in our live database will benefit there too.

Thanks 

Vince