I have 2 forms: form A is a master file that holds information about a client. form B is call sheet agents fill out everytime they contact that client. Inside form A there is a button that calls forum B (which is stored in a sharepoint document library). The agent fills out forum B and submits it to a sharepoint forum library. I would like to be able to bring 2 fields (date, agent name) as well as provide a link to that completed forum B and insert them into a 3 column table in forum A when forum B is completed and submitted. The completed forum A is then submitted to a sharepoint forum library where it can be openned again to add new call logs. The result being forum A will have a list of call logs that an agent can click on to view.
What is the best way to accomplish this? I am very new at infopath and sharepoint so please provide steps.
thank you in advance.