Auto populate fields from one module to a parent module

Auto populate fields from one module to a parent module

I have a potentials form with the name changed to INITIAL EVAL.  on this form I have one txt box labeled Plan.  In a different module Events renamed to Daily Notes.  I have a similar txt box labeled Plan and a multiselect field labeled Restrictions.

I would like to have the field "Plan" in the  INITIAL EVAL module  updated with the data from the fields "Plan" and Restrictions" from  the Daily Notes module.  These are linked together by the PotentialsID i think.  

I believe I need to set the restrictions field to string
and use get records somehow.  I just have not been able to understand the coding.  Please help.