Creating Relationships Between Sheets with Link and Load

What Will You Learn?

• Setting Up Link and Load
• Using Link and Load on a Subtable

Linking two fields in different forms together consists of creating a Linked Field and the corresponding Loaded Fields.

Let's say that we want to create a sheet for entering "Sales Orders". In this sheet, we would like to include the related customer information, which is linked from another sheet that keeps all our customer data.

The Linked Field would be the field in which the user could select a "Customer ID" for this "Sales Order", and based on the "Customer ID" we selected, the corresponding Load Fields, such as Customer Name, Phone Number, E-mail, and address, will auto-populate.

Link and Load

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