[MarthaHakes]

Is there any way to assign a custom form at a customer level? I know you can do roles, but I would like to assign a certain estimate form to a particular customer as the default.
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[MarthaHakes]

I was able to find this and create a workflow to set the form by customer:

When customers are assigned to a specific subsidiary, the users can create a custom form to reflect the correct subsidiary's address. With this concept in mind, users can create a workflow to set the desired form when creating a Sales Order or Cash Sale, in this workflow the creation of the Sales Order or Cash Sale is done from the Customer record under the Sales tab.

Perform the steps below to create the workflow:

1. Create Workflow

Name: Change Custom Form

Record Type: Transaction

Sub Types: Cash Sale, Sales Order

Release Status: Released

Enable Logging: True

Initiation:

On Create: True

On Update: True

Trigger Type: – All –

2. Create State 1

3. Create First Set Field Value Action

Set Field Value

– Trigger On: Before User Edit

– Field: Custom Form

– Value:

-Static Value: Selection = (Custom Cash Sale Form)

– Condition: Subsidiary (Main) any of(Select Subsidiary)

4. Create Second Set Field Value Action

Set Field Value

– Trigger On: Before User Edit

– Field: Custom Form

– Value:

-Static Value: Selection = (Custom Sales Oder Form)

– Condition: Subsidiary (Main) any of (Select Subsidiary)

5. Create State 2

6. Create Transition from State 1 to State 2

– Condition: Custom Form any of (Custom Cash Sale Form), (Custom Sales Order Form)

To test the workflow, open a Customer record and navigate to the Sales tab, click New Sales Order, when the Sales Order form loads, the Custom Form field changes to the desired form as defined on the workflow. The same behavior applies when clicking the New Cash Sale on the Sales tab of the Customer record.

POINTS TO CONSIDER:

– Before User Edit is used instead of Before Record Load since the action has finished loading the Customer's info from the server. The processing of the record is now on the client side, thus Before User Edit is used.

– When creating Sales Orders or Cash Sales from the Sales tab of the Customer record, the relevant fields for the customer is being sourced when the form is loaded, this creates a quick "refresh" on the page. Because of this, Before User Edit is triggered everytime the page refreshes. To exit this action, the transition from the first state to the second state is created.

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