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Expense Category field sourcing to Expense report

edited Sep 25, 2025 2:52PM in Ask A Guru 4 comments

Hi,

We have created a custom field on the Expense Category record and a corresponding field on the Expense Report. However, when attempting to source the value from the Expense Category into the custom field on the Expense Report, the Expense Category does not appear in the source list in the field’s sourcing options. Additionally, the Expense Category is not accessible within the workflow configuration either.

Both custom fields are of type "List" and are configured using the same list. However, we’re unable to source the value from the Expense Category field into the Expense Report field. Is there a way to establish a sourcing link between these two fields so that the value from the Expense Category can be automatically populated in the Expense Report?

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