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