I have created a custom transaction body field and I want to add a default formula value on the Validation & Defaulting tab to make it display only the actual document number from the

createdfrom

field on an invoice record. Natively, the

createdfrom

field formats as

Sales Order #SOxxxxxxxxx

. I want my custom field to give its output in the format of

SOxxxxxxxxx

. On the Validation & Defaulting tab, I checked the Formula checkbox, and in the Default Value field, I added the following formula:

REPLACE({createdfrom}, 'Sales Order #')

From my understanding, this should remove "`Sales Order #`" from the output string. But instead, when I view an invoice record, my custom field just says

ERROR: Invalid Expression

. Why does it not render the value as desired?

REPLACE({createdfrom}, 'Sales Order #', '')

@Tim Chapman This did not work

SUBSTR({createdfrom}, INSTR({createdfrom}, '#') + 1)

All three options worked for me 👀

REPLACE({createdfrom}, 'Sales Order #', '')
SUBSTR({createdfrom}, INSTR({createdfrom}, '#') + 1)
REPLACE({createdfrom}, 'Sales Order #')

What Type is your field?

@Dylan Fields Free form text

Do these formulas work in transaction saved search with a invoice type?