Can I source a transaction body field from a custom record custom field?

AI generated answer (using internal Slack threads):

Yes, you can source a transaction body field from a custom record custom field. This can be achieved by creating a custom field and setting the source list and source from fields appropriately. For example, if you have a custom entity field on a sub-customer record and you want to pull that into a custom transaction body field on an invoice, you would set the source list to 'entity' and the source from to your custom field. However, there are a few things to note: 1. The custom field must have a stored value. The value will only source when the customer (

entity

) field on the invoice is set. 2. The custom field can be both sourced from a different record and manually editable. However, if you want to pull the value from a different transaction and also allow it to be manually overridden, you might need to use a script or workflow that runs on "create" only. The destination custom field would then be set to store value, so it would be "permanent" unless someone manually changes it. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******