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Workflow to change Custom Form - Set Field Value Before Record Load

edited Jun 2, 2025 2:29PM in Ask A Guru 12 comments

Hi I want to change the form according to the user role.

I understood that once the record is created it saves the custom form to be utilized, but i want to have 2 form one for sales with less data and one for administration with more data.

i was plannning to run a workflow on Before Load trigger but i have understood at this link

that Set Field for existing record cannot work on before load.

There's a way i can load the record submit the change and reload the record?

than you very much

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