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.
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.
@Yoggy42 – where you ever able to get this to work? Am running into the same problem as you.
Assigning the entity (company) before assigning the related transaction solved the issue for me.