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Direct parent-child linked sourced fields not sourcing.
I have a transaction field on a custom record that is a parent-child relationship filtered on sales orders. It also filters off of another field on the custom record that identifies the customer so I get a list of only sales orders from the selected customer.
I have several other fields that source information from the selected transaction. Everything works great when I open the form and manually select a transaction. All the other fields from the transaction source in automatically.
However, when I create a record by clicking on the parent tab in the transaction record, the transaction field on the custom record is already linked and not editable (hyperlink to the transaction). However, the other sourced fields are empty (did not bring over the fields from the transaction).