Any fields on the Main Entity / Parent Table can be synced across Entities as long as they are the same field type and use the same list.
To view and control the Common Fields Setup:
- Click Convert to Other Entity screen from a Record's Cover Page > Advanced Options
- Click the Common Fields Setup sidebar link
- Click the Add Field sidebar link
- Select the field on the first (Family) table, and then you will be able to select a matching field on the other Tables.
Click Edit to modify the fields that are common across Entity types and will be updated from modifications on linked records. Add Fields on the sidebar will allow you to select additional fields that should be synced.
Converted Record Entered Date / Entered By
For records that are converted from another the Entered Date and Entered By fields are recorded as the Entered Date and Entered By User of the original record.
Comments
0 comments
Please sign in to leave a comment.