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Create Record- Phone Calls in Workflow Action

edited Jun 2, 2025 2:46PM in Ask A Guru 4 comments

Hi There

i have a scheduled workflow that is supposed to create phone call record.

This workflow is supposed to process estimate transactions records and have a 'create record' action.

I am getting the following error:

I have tried two variations on this action:

  1. Setting a value in the text field:

2 Referencing a value from another field

As seen in the error message, neither of these work. I was expecting 1.) to work as this is a free text value (while I am guessing the document number might be a record might be a record link?)

The only way I can resolve this error is if I have the value field pointing to 'Memo' and have text in there.

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