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Task Workflow on Sales Order - Set Transaction Field

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

Similar to the below user, I'm trying to create a new Task using a Workflow on a Sales Order. The problem is that I cannot set the Transaction field.

I tried the linked solution of setting it to {id} (and a dozen other values) but when I look at the log it shows "transaction = " so I think the {id} is empty when the Task is created. This is whether the Sales Order is new or already exists (View/Update trigger.) Any ideas what I could be doing wrong?

I have Trigger On set to Entry. I have all the default contexts enabled. There are no conditions. All the other fields are populated successfully.

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