Hi all, I’m trying to set a list/record value on a transaction on before record submit using sql. essentially what i’m trying to do is if the transaction currency matches customfield1 on the list/record’s custom fields then use that records internal id to set the transaction field. I’ve read about sql and the select from where and it seems perfect, but i can’t get it to work and i don’t even know if the sql select is supported with workflows. if there is any other way to go about this then i’m open to suggestions. thank you!

Hi Chris - why do this with SQL? You can achieve this with sourcing and filtering fields and just have workflow states to set the fields based on the values set. I have set this up for bank details depending on the currency on the transaction and it selects the correct one based on currency and subsidiary.