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Workflow: Create Record (Task) - Transaction Question
I am building a workflow that will create a task to certain team members when a custom field is changed in a Sales Order. The basics work fine!
However, I'm having trouble setting the Transaction field within the task to reference the SO#. I've tried joining, setting field value to "Sales Order", and trying to set the value with a formula of {tranid}; and all combinations thereof. I can't find anything that would reference current record...and nothing I've tried works. The task gets created, but it does not reference the SO.
Any suggestions? What am I overlooking?
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