[Cameron Bush]

We have custom forms for different subsidiary users and have recently reduced our roles to be a single role across subsidiaries.

However, we need to have a certain custom form selected based on the user creating the record (Estimate, SO, Invoice)

I have tried to create the workflow on “before record load” set the value in the Custom Form field based on the user, but no luck with the value being updated

Is this easy or should I just copy the role and set the form required per subsidiary as the preferred form?

Thanks in advance
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[sklett]

Long ago I had to do this (before workflows) and if I remember I used a BeforeLoad UE script that would redirect to a URL with the &cf=.

[dmatyas]

Use SetFieldValue to set Custom Form, but it has to be on “Before User Edit” trigger. This will cause visible reload of the form for the user, but this is the only safe way to go (if you want to use purely workflow). You have to also check if current form is not the desired one to prevent infinite loop.

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