Link Fields

 
     

Once your worksheet is open, you can link data from a form into any cell in the worksheet.

  1. From WinTOTAL’s worksheet tools, place your cursor in the worksheet cell where you want to insert data from a report field.
  2. Select the field in the form that you want in the worksheet. You can use Collapse all UpArrowMinus and Expand all DownArrowPlus, or Jump to forms, to display the desired form.
  3. Click the BlueDownArrow Link Field button. The cell in your spreadsheet turns red to indicate it is a linked field.

    worksheet.png

Now you should see the field data from the form transfer into the worksheet cell. To demonstrate that it is a live link, change the field on the form and watch it change the worksheet when your cursor leaves the field!

     
  Hint:  You can link fields from more than one form in your report.  
     

Taking data from your worksheet and inserting it into a form is just the reverse…

  1. From WinTOTAL’s worksheet tools, place your cursor in the worksheet cell containing the data you want to place in your form.
  2. Select the field in the form. Again, use Collapse all UpArrowMinus and Expand all DownArrowPlus, or Jump to forms, to display the desired form.
  3. Click the GreenUpArrow Link Cell button. The cell turns yellow indicating that it is a linked field.


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