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How to set the Custom Invoice Form automatically based on a field on the linked Project?
Hello.
We want to be able to automatically select a specific invoice form based on the Class (Business Unit) field in the Project. We created a workflow to set the Custom Form field on Entry but it is not changing the form to the desired form. Is NetSuite not able to use a workflow to automatically select a custom form? Any other pointers on how to go about this? The desired form is not the default and there is already a custom form for the User role.
Thanks.
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