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Task created by Workflow linked to Transaction

edited Jun 2, 2025 2:23PM in Ask A Guru 1 comment

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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