Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
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).
0