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Employee center role set default expense report custom form on record load

Dear team,

I wanted to confirm what I suspect is a system limitation/default NS behaviour.

We want to set a default custom form on expense report transaction for a specific user subsidiary. This should be applicable to both full-license roles as well as a specific employee center role.

We have created a set field value action within our expense report approval workflow and the custom form value is set on before record load, provided the user subsidiary is the desired one.


This is working as expected for admin role as well as other full-license roles.

However, when creating the ER from the specific employee center role the ER loads with what appears to be a standard form.

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