Heya friends. I’m setting up a custom record type (“Subscriber”) with parent as Transaction. It will appear as a sublist on Transactions. When a transaction is transformed (e.g. Sales Order being approved and Purchase Orders / Invoice created, or Sales Order created from Estimate) the sublist needs to be replicated on the new transaction. What would be the best way to achieve this? I’m thinking a workflow custom action that runs when a transaction is created with a “created from” value that’s non-null, and just do a copy record on each “Subscriber” record and change the parent TX. Is there a better/simpler way?

you might be able to get away with using a multiselect for the parent field if you want to reuse the custom record and can live with the sublist being a list type sublist

nope

Could you use an additional Custom Record which will store the relationships between transactions and subscribers?

….why?

The relationship could be captured there and it’s that relationship ‘record’ which could go on the transactions in a custom body field. Only the custom body field would need be replicated to the new transactions. The Subscriber Sublist is filtered by the custom body field instead of the invoice # or PO #.

I see. Won’t really work for my use case unfortunately. Thanks for the suggestion.