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NSC | Why a Custom Form does not appear in the Form selector

Scenario

A custom form is created successfully, but users cannot find it in the Custom Form selector on a transaction, entity, or record.

In many cases:

  • The form was recently created or modified.
  • The form works for some users but not others.
  • The form appears in customization lists but not during record entry.

This is a common issue caused by form restrictions, role permissions, or form configuration settings.

Solution

Review the custom form configuration and access settings that control form availability.

Common areas to check include:

  1. Form is marked as Inactive
    • Open the custom form record.
    • Confirm the Inactive checkbox is not enabled.

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