RE: Create Record from Workflow> how to link source transaction
I created a workflow that creates a custom record (FAM Income/Expense) every time an Inventory Adjustment is created. The Transaction Reference field is a custom field which is a List Type linked to Transactions.
Basically, upon saving the inventory adjustment, the workflow should create a record with the transaction number of the inventory adjustment. However, it does not seem to link. What field should I source from teh inventory adjustment to update the Transaction Reference field
To link the source transaction in your workflow, you should source the “Internal ID” or “Transaction ID” from the Inventory Adjustment record and map it to the “Transaction Reference” field in your custom record (FAM Income/Expense). Ensure that the field is properly configured to accept transaction references and that the workflow action is set to source the correct value during record creation.
For further assistance or custom workflow solutions, feel free to contact Codinix Technologies. We specialize in optimizing NetSuite workflows and can help tailor solutions to meet your needs.
