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Set Custom Form value on a transaction based on user creating the record
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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