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Share Entry is a rule action that allows the same entry to be displayed in different entry tables. Any changes made to an entry, will change the entry everywhere.
Entries can be shared between different entry table types. This means you can share entries between, for example, a Case Entry table and a Log Entry table.
When an entry is shared, some fields are the same for both the source form and the destination form. Other fields are unique to the destination form and can be assigned a value defined in the rule configuration, assigned a list option, or configured to use the value from a field in the source entry that is of the same data type.
| Rule Type | Entry Pre Processing or Entry Post Processing |
| Trigger | An entry is created, or updated. |
| Condition | The selected field is compared to a specified value. Specifying a condition is optional. |
| Action | Share Entry |
The Share Entry action shares an entry between a source table and a destination table. For this to happen, a rule needs to be configured.
An entry can be shared between forms containing different fields.
Destination Form Fields
Destination Form Fields in the rule configuration, determines the source of the configurable data fields in the destination form.
When an entry is shared, some fields are the same in both the source form and the destination form.
Other fields are unique to the destination form, and in the rule configuration can be assigned:
- A value
- A list option
- A value from a field in the source entry, that is of the same data type.
Use Existing Field allows a source field to be matched to a destination field of the same data type. The source form fields are displayed in the dropdown list when the toggle is on.
Examples of field configurations:
| Source Entry Table | Rule Configuration: Destination Form Fields | Destination Entry Table |
| When the source and destination fields have the same name and data type, the destination field is not configurable. The destination field contains the same data as the corresponding source field. |
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| Turn on Use existing field to assign one of the source fields Created By, Last Modified By, or Supervisor Name to the destination field. These fields have the same data type. | ||
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The destination field is a mandatory field of type list. There are no fields with the same data type in the source entry. |
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No source fields have the same data type. |
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A destination field that is not mandatory can be left blank, or assigned a default value. |
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No source fields have the same data type. |
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With some fields of type Datetime, Use existing field is preselected and mandatory. |
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Fields automatically populated by the system are not shown in the Destination Form Fields configuration. |
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Terminology
An entry is:
- Defined in a Form
- Entered or edited in an Entry Dialog
- Viewed in a Table
Form:
Entry dialog:
Table:
