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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Task Workflow from Opportunity - set transaction issue
I have created a workflow to create a task when a new opportunity is created. As a whole the workflow is doing what it should. The task is getting created with most of the relvant details. However I cannot get it to set the transaction on the task as the current opportunity.
When setting the Field as Transaction, neither Selection or Value field have the option for Current Record. Value Field has options for related invoice, related purchase order, and sales order. But not opportunity. I have tried setting the Value Field to Created From and it was not successful.
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