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Automatically Changing the Form used
Can anyone help with this?
We have 5 Quote forms, 5 Sales Order forms, and 5 Invoice forms (with different fields for differnet currencies and vendors).
If someone uses Quote form A, we want the system to automatically load Sales Order form of type A, and Invoice form A; and the same for the other four types.
Obviously the workflow works fine if you just use the preferred form in each step, but otherwise we are currently relying on employees to manually change the form at each step. If they forget and save the record on the wrong form, custom field data is wiped out and we have to re-do the sales order or invoice.
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