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Hi @JenniferTrejo To achieve the desired results, you can use a Transaction Saved Search with specific criteria and filters to include only the sales orders where both Item A and Item B are present, …

Hi @User_WJ0CN You were using the trigger at the entry of record creation, which prevented retrieving the transaction ID. To resolve this, create the task record after the sales order has been create…

Thank you for your response. Yes, once the sales order is saved and the project is assigned in the Project (Job) field, the sales order will appear under the Transaction sublist in the Related Record…

Hi @User_40VHF The User/Role does not have Permission for the field. (Role level Permission, Field level permission) For more information, kindly refer to the following articles: Reviewing Permission…