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Field value not populated from selected source

edited Sep 5, 2025 6:52AM in Ask A Guru 3 comments

Hi community!

We have created some custom fields for a custom record and we want the values of those fields to populated from another custom record:

  1. We have the "Customer Survey" customer record that contains the below custom fields:

2. Those fields are disabled and shown the values of the relevant field an custom record "Contract Items":

But unfortunately they are not populated correctly in the record:

This is the current setup done on the fields:

Any idea what sourcing&filtering should be used there for the field to work??

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