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NSC | Show the Sales Order as a Related Transaction
Upon executing the workflow, what the customer wants to do is to be able to create a check transaction from the Sales Order record and it should have the value of the SO it was created from. Create a Custom Field applied on the Check Transaction showing the Created From (Sales Order).
Here is the setup I did on my end and achieved the Related Transaction field correctly populated with the ID of the Sales Order it was created from.
Let us know about your thoughts
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