hi there. I am trying to create a record using a WF action. I would like to assing the document number to a new field of the new record type. I am using the formula field {tranid} but I am getting the error "invalid reference key"

AI generated answer (using internal Slack threads):

It seems like you're trying to assign the document number (

tranid

) to a new field in a new record type using a workflow action. However, you're encountering an "invalid reference key" error. Based on the conversations, it appears that setting the

tranid

directly in a workflow might not be possible, especially if you have auto-numbering enabled. One user suggested using the Set Field Value action on After Record Submit, but noted that it has been inconsistent. For your specific case, you might want to consider creating a custom field that is sourced on every transaction. Then, in your copy action, use that field because it will get copied over from the other transaction. This approach was suggested in the context of copying the

trandate

field, but it might be applicable to your situation as well. Another user mentioned a tool called Dynamic Lookup action from Enhanced Workflow Actions, which allows setting a List/Record field via a workflow using a text value from another field. This might be useful if you're trying to avoid scripting. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******