How to connect two tables in different folders

1

Hey Folks

I have table in 2 different folders.

  1. CRM Folder - Client Database
  2. Orders Folder- Order Form

I am looking to connect the client name in the CRM Folder to the Order Form in the order folder.

Purpose- The Lead is generated at the CRM and our sales selects the predefined name from the CRm folder and adds it to the list and places the order. We are looking to integrate so that the content is not mismatched.

2

HI @Hemang_Jain,

You’ll need to use the Cross-Doc pack to pull in the data from the CRM folder into the Order From folder and then create the lookup value to populate from the data in the Cross-Doc table, so that the Oder Form will populate correctly. Let us know if that helps!

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