I'm trying to create a workflow that sets the TRANDATE field on the new record equal to the source record when the COPY RECORD action is used. I've configured the state to fire on CREATE / BEFORE RECORD LOAD / COPY. I can get an explicit set field value action to work, but I'm struggling to populate the new record with the old record's TRANDATE. I'm trying to use a formula of {createdfrom.trandate}. This just results in a blank date field. Any tips on what I may be doing wrong?

Definitely can't use created from - I'd probably park another custom field on my record that is sourced on every transaction and then in my copy action use that field (because it will get copied over from the other transaction)

And what technique do you suggest to keep that shadow transdate field on the source record always in sync with the real transdate field? Another workflow?