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.

Requirement:

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

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.
    image
    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?

This topic was automatically closed 15 days after the last reply. New replies are no longer allowed.