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Transaction Body Field - Transaction is not available as a Source List

edited Jun 2, 2025 2:28PM in Ask A Guru 8 comments

Hi guys,


I'm trying to create a transaction body field that should source from another body field on that same record, but for some reason, the "Transaction" is not available to select under the "Source List". I've done this many times on other accounts, so I know it can be done.

This is what I would expect to find (as it appears on a different account):

But it's not available:

Any ideas on what to check?


Regards,

vti

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