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?