How would you tell the type of the record a transaction was created from? Do you have to do a lookupFields?

Yeah or source it maybe but usually I do a lookup

theres usually a record called createdfrom which is a field of the original record, in the stand point of a new record that has access to that you'd join the new record to createdfrom and look for the type to find the type of record it was created from

Yeah, I ended up just doing a lookup field. Kind of wish they'd add a createdFromRecordType too just to speed things up