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Task created by Workflow linked to Transaction
I am creating a Task via Workflow from a transaction, and ideally would like to link it to that Transaction.
I get the error:
Invalid Transaction reference key POSG0064685 for company <NULL>
In the workflow I have tried setting the Transaction field to 'Transaction' in the Field drop down, and {tranid} in the Formula field.
When you create a Task manually the Transaction is set in the format 'Purchase Order #POSG0064680' - so I also tried 'Purchase Order #'||{tranid} in the Formula field
I am setting the 'Company' field in the Workflow to 'Entity' in the Field drop down (and this populates on the Task).
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