Workflow to create task on opportunity

I wondered if you could help me with something. I am trying to create a workflow that creates a task when I save an opportunity. I can make it create the record as a standalone task but I am having an issue when I try to link it to the opportunity itself. I have followed suite answers article 40773

but when I save the record I keep getting the error

Invalid transaction reference key 5482 for company <NULL>.

I assume this is because the opportunity ID isn’t created until the record is saved? I do have the trigger set at after record submit though.

Beginner Asked on April 21, 2020 in How To's.
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3 Answer(s)

Just a guess, but MAYBE try flipping the parameters on the create record action to set the customer first and THEN the transaction?  I realize that’s not what SuiteAnswers says, but that would be my guess.

Rookie Answered on April 23, 2020.
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@Yoggy42 – where you ever able to get this to work? Am running into the same problem as you.

Rookie Answered on June 3, 2020.
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Assigning the entity (company) before assigning the related transaction solved the issue for me.

Rookie Answered on August 17, 2020.
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