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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Bring over record ID to task when created from record

edited Jun 2, 2025 2:40PM in Ask A Guru 8 comments

When I create a task from an estimate record, I would like to bring over the estimate record id. Currently, only the customer data comes over. Is this possible with a suite script?

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