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How to Update the Form for a Transaction Using Workflows?

edited Jan 9, 2023 10:35AM in Ask A Guru 3 comments

Hi

I have a number of credit memo transactions created with the standard credit memo form.

I want to change these to the custom transaction form in mass.


I have tried a scheduled workflow which appears to change the form according to the workflow logs:


However, the changes are not actually saved as when you place the record into edit mode, the form is still the standard credit memo form:

I have also tried modifying the workflow to match the suggestion on this blog:


That doesn't update the form at all.

I have tried uploading a csv (with the trigger server side scripts and workflows ticked) and changed the form to the custom form in the advanced settings for the csv upload.

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