How can I have a custom field on a user note source from the transaction the user note is being created from?

@pen one are you trying to display the created from transaction number on the note record itself? Or are you trying to create a search that shows a column with this created from data? The latter is possible with a User Note search and the Transaction: Document Number field. Just not sure if this is what you're looking for.

i am actually trying to source the client field on the user note form from the customer record it was created in. I did try - via workflow - to set the field value to entity but that used the customer id instead of the internal id which was given the wrong customer.