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How do I set a specific Transaction Form on the Print Statements page depending on the user?

edited Jun 2, 2025 2:35PM in Ask A Guru 3 comments

Hello,

Our NS instance have multiple subsidiaries. We created PDF Templates and attached it to their specific Custom Transaction Form.

How do we set this Transaction Forms depending on what subsidiary the current logged in user is on the Print Statements page (Transactions -> Management -> Print Checks and Forms -> Statement)

Or it would be cleaner if we could set the PDF Template on the Transaction Form based on the same scenario above. With this, we only have a single Transaction Form (set as default on the Print Statement page) and only the PDF Template attached to it gets updated/set depending on the user.

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