How can I "track" a field in a new record across multiple tables?

Our form, for internal employees, requires a PO#. This is the 1st time this number will appear, but this PO is very important as our workflow process tracks this number.


  • Use the PO# as the link between the customer name, the assigned employee, phase and task within the workflow.

What we can’t figure out:

  • How to link a PO# in the initial form to the customer table - this option doesn’t allow us to input the PO# but rather pick the location. Meaning the PO# isn’t included in the table.
    Maybe we’re missing something to prevent typing the information twice?

If we need this same PO# to follow the different stages in the workflow within multiple tables how do we accomplish this?

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