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Creating Record using Workflow not working?
Hi There
Note: All screenshots are of fictitious data
I have a scheduled workflow running on Estimate transaction records. One of the actions is to create a task record.
When the task record is created, however, I cannot find a way to set the 'transaction' field with a link to the estimate record
This results in an error where the transaction id cannot be set since the customer field is not populated.
how do i set the company field on the task record so that I can then set the transaction field?
thanks
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