custom field to source from the user notes

AI generated answer (using internal Slack threads):

Based on the conversations, it seems that you want to create a custom field on a user note that sources from the transaction the user note is being created from. One way to achieve this is by using a workflow or a script. You can create a workflow that triggers on the creation of a user note. This workflow would then pull the necessary data from the transaction the note is created from and populate the custom field on the user note. Here's a general idea of how you could set up the workflow: 1. Trigger: Record Submit - After Record Submit 2. Trigger On: Create 3. Primary Information: Record Type - Note 4. Actions: Set Field Value - Custom Field (your custom field), Value (use a formula to pull the necessary data from the transaction) Please note that this is a general idea and you might need to adjust it according to your specific needs. As for the question about whether a custom field can source from a different record and be manually editable, the answer is yes. However, you would need to set the custom field to store value. This way, the field would be populated when the record is created, but users can manually change it afterwards. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******