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PREFERRED form

edited Jun 2, 2025 2:27PM in Ask A Guru 4 comments

I have 2 custom Sales Order forms.

  • ER - Sales Order Admin - This form is preferred and is used by the Admin Role  
  • ER - Sales Order User -  This form is used for the other roles and is marked as PREFERRED and RESTRICTED in the Role record.

When I create a Sales Order with the Admin role it creates the record with ER - Sales Order Admin.

When I create a Sales Order with the other roles it creates the record with ER - Sales Order User form which is what I'm expecting but when I view it with the Admin role it's in the ER - Sales Order User and not the ER - Sales Order Admin.

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