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Referencing a Parent record's fields from a Workflow Set Field Value Action
I'm hoping someone may have some insight here. I'm wondering how I can access the values on a custom record that is a parent of the workflow record type Its a parent record to ITEM. I can't seem to access the values of the parent record with a formula such as {custitemfield.fieldId}
Here is an overview of the scenario.
I have a custom record called: customrecord_prod_type_cont_tmplt. (see Pic 1)
It is a parent record. ITEM is a child record to it.
I created a custom item field called: custitem_lc_grading_svc_coinnbr. (see Pic 2)
This custom field references the custom parent record. It is a type = List/Record with the List/Record set to my Custom Record I mentioned above. It has Record is Parent enabled.