{"id":66109,"date":"2024-03-21T12:00:46","date_gmt":"2024-03-21T04:00:46","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=66109"},"modified":"2025-07-08T13:16:33","modified_gmt":"2025-07-08T05:16:33","slug":"share-entry","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/share-entry\/","title":{"rendered":"Share Entry"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to version 4.14 and later of IFS OI Explorer. Note, some screenshots on this page may be of earlier versions.<\/p>\n<p class=\"overview\">The same entry can be viewed in multiple different Workbook Entries Tables, by sharing the entry.\u00a0<\/p>\n<p class=\"left-bar-yellow\">Entries are used in <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/aplus\/\">A-Plus<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/cases\/\">Case Management<\/a> and <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/\">Shift Log<\/a>.<\/p>\n<p class=\"intro-text\">The Share Entry function is found on <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-actions\/\">entry actions menus<\/a>, and any entry that has been <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/saving-entries\/#Submit_an_Entry\">submitted<\/a> can be shared.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_47aafa2.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-66118\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_47aafa2.png\" alt=\"\" width=\"150\" height=\"209\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_47aafa2.png 192w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_47aafa2-107x150.png 107w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_47aafa2-34x48.png 34w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><\/a><\/p>\n<p class=\"intro-text\">Selecting <strong>Share this Entry<\/strong> opens the Share Entry dialog.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_98ef68b.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-66136\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_98ef68b-600x387.png\" alt=\"\" width=\"373\" height=\"241\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_98ef68b-600x387.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_98ef68b-150x97.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_98ef68b-48x31.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_98ef68b.png 638w\" sizes=\"auto, (max-width: 373px) 100vw, 373px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 70%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 10%;\"><strong>1<\/strong><\/td>\n<td style=\"width: 20%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/share-entry\/#Workbook_Summary\">Workbook Summary<\/a><\/td>\n<td style=\"width: 40%;\">Entry will be shared to the summary table of the selected workbooks.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 10%;\"><strong>2<\/strong><\/td>\n<td style=\"width: 20%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/share-entry\/#Append_Form\">Append Form<\/a><\/td>\n<td style=\"width: 40%;\">Entry will be shared to the selected workbook page entries table.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 10%;\"><strong>3<\/strong><\/td>\n<td style=\"width: 20%;\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-66135\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_98ba916.png\" alt=\"\" width=\"121\" height=\"25\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_98ba916.png 364w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_98ba916-150x31.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_98ba916-48x10.png 48w\" sizes=\"auto, (max-width: 121px) 100vw, 121px\" \/><\/p>\n<\/td>\n<td style=\"width: 40%;\"><strong>Share<\/strong> the selected entry.<br \/>\n<strong>Cancel<\/strong> the share action.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2 class=\"page-subheading\">Workbook Summary<\/h2>\n<p class=\"intro-text\">Entries can be shared to the summary table of one or more workbooks.<\/p>\n<p class=\"intro-text\">Summary tables display <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/forms\/#Types_of_Forms\">summary form<\/a> entries and can be configured to provide view only access to users.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e28e34.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-66141\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e28e34-600x387.png\" alt=\"\" width=\"369\" height=\"238\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e28e34-600x387.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e28e34-150x97.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e28e34-48x31.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e28e34.png 638w\" sizes=\"auto, (max-width: 369px) 100vw, 369px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 70%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 10%;\"><strong>1<\/strong><\/td>\n<td style=\"width: 60%;\">Filter the list of workbooks with summary tables to those in the currently selected site.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 10%;\"><strong>2<\/strong><\/td>\n<td style=\"width: 60%;\">Select the workbook\/s to share the entry to.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2 class=\"page-subheading\">Append Form<\/h2>\n<p class=\"intro-text\">Entries can be shared to any <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entries-table\/\">entries table<\/a> on any <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/primers\/workbooks\/\">workbook<\/a> page.<\/p>\n<p class=\"intro-text\">There is only one copy of the entry. Additional fields are added to the entry to match what is required by the new form when an entry is shared.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e179b7.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-66140\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e179b7-600x345.png\" alt=\"\" width=\"370\" height=\"213\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e179b7-600x345.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e179b7-768x442.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e179b7-150x86.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e179b7-48x28.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e179b7.png 792w\" sizes=\"auto, (max-width: 370px) 100vw, 370px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 70%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 10%;\"><strong>1<\/strong><\/td>\n<td style=\"width: 60%;\">Select the workbook that contains the table the entry is to be shared to.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 10%;\"><strong>2<\/strong><\/td>\n<td style=\"width: 60%;\">The tables the entry can be shared to are identified by page name and table title.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">After the workbook and table are selected, the fields from the destination table form will be displayed in the share entry dialog.<\/p>\n<p class=\"intro-text\">Any mandatory fields need to be completed before the entry can be shared.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e390df.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-66142\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e390df-600x670.png\" alt=\"\" width=\"406\" height=\"453\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e390df-600x670.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e390df-134x150.png 134w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e390df-43x48.png 43w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_9e390df.png 652w\" sizes=\"auto, (max-width: 406px) 100vw, 406px\" \/><\/a><\/p>\n<p class=\"intro-text\">Once the entry has been shared, the list of icons on the left in the entry dialog will show which forms the entry is shared to.<\/p>\n<p class=\"intro-text\">Select an icon to open the corresponding entry in the entry dialog.\u00a0<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_4bb053d8.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-66336\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_4bb053d8.png\" alt=\"\" width=\"292\" height=\"190\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_4bb053d8.png 479w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_4bb053d8-150x97.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/03\/Snag_4bb053d8-48x31.png 48w\" sizes=\"auto, (max-width: 292px) 100vw, 292px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The same entry can be viewed in multiple different Workbook Entries Tables, by sharing the entry.\u00a0<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/share-entry\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":29,"featured_media":66328,"parent":64014,"menu_order":34,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[509,663,947,1121,1120,1118,1119],"class_list":["post-66109","page","type-page","status-publish","has-post-thumbnail","hentry","category-explainer","tag-audit","tag-comment","tag-history","tag-instruct","tag-related","tag-today","tag-transaction","Version-4-14","Product-ap","Product-case","Product-shiftlog"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/66109","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=66109"}],"version-history":[{"count":45,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/66109\/revisions"}],"predecessor-version":[{"id":70504,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/66109\/revisions\/70504"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64014"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/66328"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=66109"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=66109"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=66109"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}